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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-26 |
| WI | RA | APPROVED | 2014-09-18 |
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 Wealth Management, Llc | Elm Grove | WI | 09/2014 | Present |
| H. Beck, Inc | Bethesda | MD | 09/2014 | 12/2018 |
Independent Business Association of WI - Member, Board of Directors, Brookfield, WI - Not investment related-Small business group for networking and development of business professionals - 2 hours per month during trading hours HPGM - Member, Board of Directors, Milwaukee WI- Not investment related - to connect and unite Hispanic professional, students and the community - 2 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-24 |
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