Jeanne K. Proia
Professional summary
Jeanne Kristine Proia, who also goes by Jeanne Evanoff Proia, is a registered financial professional currently at SUNDIAL GROUP, LLC located in Ft. Lauderdale, Florida.
Jeanne is registered as a RR (Registered Representative) and started their career in finance in 2020. Jeanne has worked at 1 firm and has passed the Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeanne Kristine Proia's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2026 - Present
SUNDIAL GROUP, LLC
Office #1: 200 East Broward Boulevard Suite 1200, Ft. Lauderdale, FL 33301October 17, 2020 - September 29, 2022
SUNDIAL GROUP, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 79TO
Date: 5/27/2026
Investment Banking Registered Representative ExaminationFINRA
Current Firm
SUNDIAL GROUP, LLC
CRD#: 158367 / SEC#: , 8-68894
Contact information
FINRA licenses (1 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MOUNTAINSIDE HOLDINGS, LLC | MANAGING MEMEBR | |
| BRITTON, WILLIAM ROBERT | PRESIDENT/ CEO/ CCO/ ELECTED MANAGER | |
| BURNS, DAVID CARROLL | PRINCIPAL/ ELECTED MANAGER | |
| JOHNSON, KRISTY KAY | FINOP/CFO | 4470948 |
Red Flags
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Company Information
SUNDIAL GROUP, LLC
CRD#: 158367Ft. Lauderdale, FL 33301TRUST BUT VERIFY
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