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Brooklyn, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-12 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 10/2018 | 04/2021 |
| Fce Group | Lake Success | NY | 08/2016 | 09/2018 |
| Proxy Wealth Advisors Llc | Aventura | FL | 04/2021 | 06/2024 |
| Proxy Freedom Llc | Walnut Creek | CA | 07/2023 | 07/2023 |
| Elevate Planners, Llc | Brooklyn | NY | 05/2024 | Present |
| Proxy International Llc | New York | NY | 05/2023 | 06/2024 |
2024-Present: Independent Insurance Agent/Insurance Related/Brooklyn, NY/Licensed Insurance Agent/Involves less than five percent time each month, including during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-28 |
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