# Bryan Caulkins

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2025-06-17 | present | Yes |
| [PROXY FREEDOM](https://search.stillhousedata.com/firm/324749) | 2023-06-30 | 2026-01-12 | — |
| [PROXY WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/298080) | 2023-02-19 | present | Yes |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2022-09-21 | 2025-06-25 | — |
| [PROXY WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/298080) | 2018-08-13 | 2022-09-15 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2018-07-06 | 2018-07-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6489532)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6489532.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.