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9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
Branch Locations
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Orlando, FL • 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 |
|---|---|---|---|---|
| Anvil Investments Inc | Orlando | FL | 12/2023 | 05/2024 |
| Drummond Cpa | Orlando | FL | 08/2022 | 12/2023 |
| Ascent Accounting Group | Orlando | FL | 03/2018 | 08/2022 |
| Tui Ag / Hotelbeds Usa | Orlando | FL | 05/2015 | 02/2018 |
| Proxy Wealth Advisors Llc | Aventura | FL | 08/2024 | Present |
| Mestral Advisors | Orlando | FL | 01/2024 | Present |
1) Mestral Advisors - not investment-related - Orlando, FL - business and management consulting - CEO / Founder - 01/2024 - 100 - 100 - provide business advisoryconsulting. 2) Okkla Realty - not investment-related - Orlando, FL - real estate brokerage - real estate agent - 052024 - 10 - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
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