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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-02-26 |
| KS | RA | APPROVED | 2020-02-26 |
| VA | RA | APPROVED | 2020-02-26 |
| WA | RA | APPROVED | 2020-02-26 |
| KY | RA | APPROVED | 2020-02-25 |
| OH | RA | APPROVED | 2019-05-24 |
| CO | RA | APPROVED | 2019-05-23 |
| MI | RA | APPROVED | 2019-05-23 |
| MO | RA | APPROVED | 2019-05-23 |
| NH | RA | APPROVED | 2019-05-23 |
| CA | RA | APPROVED | 2016-08-24 |
| NC | RA | APPROVED | 2016-08-24 |
| SC | RA | APPROVED | 2016-08-24 |
| AZ | RA | APPROVED | 2014-05-19 |
| MN | RA | APPROVED | 2014-05-07 |
| TX | RA | APPROVED | 2014-04-22 |
| IL | RA | APPROVED | 2009-04-29 |
| FL | RA | APPROVED | 2009-02-20 |
| WI | RA | APPROVED | 2004-12-03 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annex Advisory Services, Llc. | Brookfield | WI | 07/2003 | Present |
| Annex Insurance Services, Llc | Brookfield | WI | 07/2003 | Present |
| Annex Wealth Management | Brookfield | WI | 03/2001 | Present |
| H. Beck, Inc. | Rockville | MD | 12/2009 | 04/2019 |
| Annex Tax Services, Llc | Elm Grove | WI | 01/2018 | Present |
ANNEX INSURANCE SERVICES LLC POSITION: MEMBER NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 06/01/2003 ADDRESS: 12700 W Bluemound Road, Elm Grove WI 53122 DESCRIPTION: MEMBER OF THIS LLC - WI CORPORATE INSURANCE AGENT FOR THE SALE OF NON-REGISTERED INSURANCE CONTRACTS ANNEX 127, LLC POSITION: MEMBER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 10/01/2010 ADDRESS: 12700 W Bluemound Rd, Elm Grove WI 53122 DESCRIPTION: SOLE MEMBER OF ANNEX 127, LLC - AN ORGANIZATION FORMED TO CAPITALIZE, PURCHASE AND MANAGE COMMERCIAL PROPERTY. ANNEX TAX SERVICES, LLC POSITION: Member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 12700 W. Bluemound Rd., Suite 200, Elm Grove WI 53122, United States DESCRIPTION: Tax Preperation services performed by a CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-30 |
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