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9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
19505 Biscayne Blvd, Suite 2350, Aventura, FL 33180 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Daly City | CA | 06/2013 | 05/2019 |
| Wells Fargo Advisors Llc | Daly City | CA | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Daly City | CA | 11/2016 | 05/2019 |
| Proxy Wealth Advisors Llc | Miami | FL | 04/2020 | Present |
| Dsj Capital Llc | Aventura | FL | 12/2019 | Present |
| Miami Spa Llc | Hollywood | FL | 09/2020 | Present |
| Annapolis Contractors Inc | Pacifica | CA | 06/2017 | Present |
| Us Infinito Llc | Aventura | FL | 10/2019 | Present |
1) DSJ CAPITAL LLC, NOT INVESTMENT RELATED, AVENTURA, FL, CONSULTING BUSINESS, OWNER, 12/2019, 10, 0, FINANCIAL EDUCATION - TEACH FINANCE SUBJECTS AND TOPICS. 2) MIAMI SPA LLC, NOT INVESTMENT RELATED, HOLLYWOOD, FL, WEIGHT LOSS AND AESTHETIC, OWNER, 09/2020, 20, 20, MANAGING BUSINESS, HUMAN RESOURCES. 3) ANNAPOLIS CONTRACTORS INC, NOT INVESTMENT RELATED, PACIFICA, CA, CONSULTING BUSINESS, OWNER/CONSULTANT, 06/2017, 5,0 ,BUSINESS MANAGEMENT CONSULTING. 4) US INFINITO LLC, NOT INVESTMENT RELATED, AVENTURA, FL, ATM MACHINE SERVICING, TECHNICIAN, 10/2019, 10, 10, ATM MACHINES MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-12 |
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