Executive appointment
Proxima Wealth Partners
Raymond James → Proxima Wealth Partners
What changed
Launched new advisory firm Proxima Wealth Partners on Concurrent Investment Advisors' platform.
- Reported / discovered
- Aug 27, 2026
- Effective
- Not reported
- New role
- Outsourced Chief Growth Officer
- Previous role
- Not reported
- Market
- Tampa, FL
- Reported book
- Not disclosed
- Reported team size
- 2 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Aug 27, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled