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9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-25 |
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 |
|---|---|---|---|---|
| Proxy Financial | Aventura | FL | 06/2021 | Present |
| Think Ahead Capital | Orlando | FL | 06/2019 | 03/2021 |
| Camisaria Mendonca Ltda | Sao Paulo | 10/2010 | 10/2019 | |
| Pis Representations Llc | Orlando | FL | 11/2018 | Present |
| Proxy Wealth Advisors Llc | Aventura | FL | 12/2023 | Present |
PIS Representations LLC - not investment-related - Orlando, FL - Information Technology - Owner - 11/2018 - 5 - 0 - IT Consultant. I am a 50% owner of Everventure Wealth LLC, a family-owned limited liability company jointly owned by my spouse and me. Brief description of duties: Oversight of the LLC as a passive entity, including monitoring receipt of insurance commissions and firm-approved compensation, and handling occasional administrative, tax, and business-entity maintenance; no client-facing activities, advisory services, portfolio management, or securities-related functions are performed through the LLC. Approximate hours per month devoted: Minimal (e.g., approximately 1–2 hours per month for administrative oversight) Hours during securities trading hours: Minimal and incidental (e.g., approximately 0–1 hours per month during trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
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