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Current Employers
Proxy Wealth Advisors Llc

9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-07-16
  • IN RA
    APPROVED
    Since 2025-07-16

Branch Locations

9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States

Noblesville, IN • 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 Weatlh Advisors Llc Aventura FL 01/2025 Present
Internexus Indiana Indianapolis IN 06/2025 Present
Self-Employed Araraquara 10/2020 12/2024
Unemployed Riberiao Preto 12/2015 09/2020
  • 01/2025 → Present
    Proxy Weatlh Advisors Llc
    Aventura, FL
  • 06/2025 → Present
    Internexus Indiana
    Indianapolis, IN
  • 10/2020 → 12/2024
    Self-Employed
    Araraquara
  • 12/2015 → 09/2020
    Unemployed
    Riberiao Preto
Other Businesses

Internexus Indiana - not investment related - Indianapolis, IN - school teaching English to non-English speakers - Manager - 06/2025 - 80 - 80. Owner of SOMA LLC. The company engages in coaching, educational consulting, administrative services, and other lawful business activities. No securities or investment advisory activities are conducted through this entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-21
  • S65 Uniform Investment Adviser Law Examination
    2025-06-21

View on SEC IAPD

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