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Monday, September 21, 2026The Morning Brief →Sign in
wealth team

Proxima Wealth Partners

2Advisors
Tampa, FLMarket
1Moves on our record
The lineage
until Aug 27, 2026PRIORRaymond James
Aug 27, 2026CURRENTProxima Wealth Partners
Aug 27, 2026exec changeRaymond James → Proxima Wealth Partners

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