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Current Employers
Elevate Planners

Brooklyn, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-06
  • NY RA
    APPROVED
    Since 2025-02-06

Branch Locations

Mount Vernon, NY • United States

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2020 → Present
    Aventura, FL
  • 03/2020 → Present
    Mont Sky Real Estate
    New York, NY
  • 01/2017 → 12/2019
    Iron Workers Local 361 - Skanska Walsh
    Brooklyn, NY
  • 02/2015 → 01/2017
    Cpd Energy
    New Paltz, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-11
  • S65 Uniform Investment Adviser Law Examination
    2020-12-11

View on SEC IAPD

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