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9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
| NY | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cim Securities, Llc | Centennial | CO | 08/2018 | 07/2019 |
| Unemployed | Greenwich | CT | 07/2016 | 08/2018 |
| Venture Capital / Private Equity | Greenwich | CT | 08/2019 | 04/2022 |
| Banco Voiter | Sao Paulo | 04/2022 | 08/2022 | |
| Edgewater Markets | Old Greenwich | CT | 09/2022 | 06/2025 |
| Xp Investments Us, Llc | Miami | FL | 06/2025 | 10/2025 |
| Proxy Wealth Advisors Llc | Windermere | FL | 07/2026 | Present |
| Unemployed | Orlando | FL | 10/2025 | 06/2026 |
- RJ Capital Holding Participacoes LTDA - Business is investment related - Address: Rua Visconde de Piraja 250 / 5 andar Rio de Janeiro - RJ - Brazil - CEP 22410-000 - Holding company for the companies of RJ+ in Brazil - Minority Shareholder - June 2025 - At the Holding company the time spent is only on sporadic strategic meetings related to the partnership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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