Rafael Junqueira Nani

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

• 08/2015 → Present
  Newest Business Solutions Inc
  Ocoee, FL
• 02/2023 → Present
  Xp Investments Us, Llc
  Miami, FL
• 01/2023 → Present
  Larson Accounting Group
  Orlando, FL

Other Businesses

1) The UPS Store 6944 (Newest Business Solutions) - It's a franchise The UPS Store // Description: The UPS store offers shipping, packaging, printing, shredding, notary services and postal services for individual consumers and small businesses. // Business Address: 2582 Maguire Rd, Ocoee, FL 34761 // Duties: Owner - Supervising Manager // Position, Title or Relation: President // Start date 08/2015 // Investment Related: No // Total Hours per month: 10hrs // Total weekday working hours: 0hrs . 2) Larson Accounting Group, not investment related, Orlando, FL, tax planning and consulting, Consultant, 01/2023, 80, 80.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-23

Other Names

• Rafael Junqueiranani