Bryan Caulkins is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with PROXY WEALTH ADVISORS LLC, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2025-06-17 | present | Yes |
| PROXY FREEDOM | 2023-06-30 | 2026-01-12 | — |
| PROXY WEALTH ADVISORS LLC | 2023-02-19 | present | Yes |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2022-09-21 | 2025-06-25 | — |
| PROXY WEALTH ADVISORS LLC | 2018-08-13 | 2022-09-15 | — |
| PRINCIPAL SECURITIES, INC. | 2018-07-06 | 2018-07-13 | — |