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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-12 |
| FL | RA | APPROVED | 2025-06-20 |
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
Winter Garden, FL • United States
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-07 |
| CA | RA | APPROVED | 2023-02-19 |
Branch Locations
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Maitland | FL | 11/2017 | 07/2018 |
| Principal Securities Inc | Maitland | FL | 11/2017 | 07/2018 |
| Proxy Wealth Advisors Llc | Aventura | FL | 07/2018 | 09/2022 |
| Proxy Financial Corp | Aventura | FL | 07/2022 | Present |
| Dalmore Group Llc | Woodmere | NY | 05/2019 | 12/2020 |
| United Planners Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2022 | 06/2025 |
| Bryan Caulkins | Walnut Creek | CA | 08/2017 | 08/2022 |
| Proxy Strategic Partners Llc | Miami | FL | 08/2022 | Present |
| Proxy Wealth Advisors Llc | Aventura | FL | 09/2022 | Present |
| Proxy Freedom Llc | Walnut Creek | CA | 06/2022 | 08/2023 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2022 | 06/2025 |
| Proxy International Llc | New York | NY | 12/2022 | Present |
| Proxy Capital Partners | Aventura | FL | 08/2017 | Present |
| Proxy Freedom | Walnut Creek | CA | 08/2023 | Present |
| Proxy Freedom | Walnut Creek | CA | 06/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
| Unemployed | Winter Garden | FL | 09/2016 | 10/2017 |
1. PROXY FINANCIAL CORP, 19505 Biscayne Blvd, Ste 2350, Aventura FL 33180, United States, 07/18/2022, Owner, Holding Company, NIR, 0 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/11/2025 3. Proxy Advisory Group, Winter Garden FL 34787, United States, 09/2025, Founder, DBA Name, Investment Related, 160 HR/MO, 120 HR/MO Trading 4. PROXY CAPITAL PARTNERS, 9100 Conroy Windermere Rd Suite 217, Windermere FL 34786, United States, 08/01/2017, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING 5. PROXY STRATEGIC PARTNERS LLC, 10013 Austrina Oak Loop, Winter Garden FL 34787, United States, 08/01/2022, Owner, Owner/Partner of a Business Entity, INV REL, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-04 |
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