Tulio Barbosa Ribeiro

Employer firm

Proxy Wealth Advisors LLC CRD 298080

$83.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 05/2019
  Wells Fargo Bank Na
  Daly City, CA
• 06/2014 → 11/2016
  Wells Fargo Advisors Llc
  Daly City, CA
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Daly City, CA
• 04/2020 → Present
  Proxy Wealth Advisors Llc
  Miami, FL
• 12/2019 → Present
  Dsj Capital Llc
  Aventura, FL
• 09/2020 → Present
  Miami Spa Llc
  Hollywood, FL
• 06/2017 → Present
  Annapolis Contractors Inc
  Pacifica, CA
• 10/2019 → Present
  Us Infinito Llc
  Aventura, FL

Previous Registrations

• 2020-11-23 → 2025-12-31
  Proxy Wealth Advisors Llc
  Windermere, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-31
• S63 Uniform Securities Agent State Law Examination
  2014-08-12

Other Names

• Tulio Ribeiro
• Tulio Barbosa Ribeiro