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Brooklyn, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-06 |
Branch Locations
Mount Vernon, NY • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proxy Wealth Advisors Llc | Aventura | FL | 10/2020 | Present |
| Mont Sky Real Estate | New York | NY | 03/2020 | Present |
| Iron Workers Local 361 - Skanska Walsh | Brooklyn | NY | 01/2017 | 12/2019 |
| Cpd Energy | New Paltz | NY | 02/2015 | 01/2017 |
Mont Sky Real Estate, not investment-related, New York, NY, real estate sales, licensed sales person, 03/2020, 10, 0, assist clients with purchase and sale of homes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
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