Best Investors
Account
Sign in
Best Investors
Account
Sign in
Proxy Wealth Advisors LLC CRD 298080
$83.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-12-19 |
Branch Locations
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | New York | NY | 02/2009 | 12/2016 |
| Lincoln Financial Advisors Corporation | San Ramon | CA | 12/2016 | 09/2018 |
| Proxy Wealth Advisors Llc | Aventura | FL | 07/2018 | 09/2022 |
| Proxy Capital Partners | Aventura | FL | 08/2017 | 08/2025 |
| Vitucci & Associates | Walnut Creek | CA | 10/2022 | 01/2023 |
| Proxy Wealth Advisors Llc | Aventura | FL | 09/2022 | 08/2025 |
| Proxy Financial Corp | Aventura | FL | 07/2022 | 08/2025 |
| Proxy Freedom Llc | Walnut Creek | CA | 06/2022 | 07/2023 |
| Proxy International Llc | New York | NY | 12/2022 | 08/2025 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 10/2022 | 01/2023 |
| Dalmore Group Llc | Woodmere | NY | 03/2021 | 02/2022 |
| Insurance Agent | Walnut Creek | CA | 04/2009 | 07/2019 |
| Proxy Freedom | Walnut Creek | CA | 08/2023 | 08/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 08/2025 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 06/2026 | Present |
1. PROXY FINANCIAL CORP., 19505 Biscayne Blvd Aventura FL 33180 United States, 08/2022, W2 Employee, Owner/Partner of a Business Entity, NIR, 20 HR/MO - 20 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-20 |
Reach out to this advisor