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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-30 |
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Los Angeles | CA | 02/2016 | 01/2018 |
| Jp Morgan Chase Bank Na | Los Angeles | CA | 02/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2019 | 11/2020 |
| Bankers Bank | Madison | WI | 03/2022 | 10/2025 |
| Northwestern Mutual | Milwaukee | WI | 03/2026 | 04/2026 |
| Annex Wealth Management | Brookfield | WI | 04/2026 | Present |
| Unemployed | Milwaukee | WI | 10/2025 | 03/2026 |
| Jp Morgan | Los Angeles | CA | 01/2018 | 06/2019 |
| Merrill Lynch | Los Angeles | CA | 11/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-19 |
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