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Medford, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-18 |
| WI | RA | APPROVED | 2020-10-06 |
| IL | RA | APPROVED | 2020-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/2004 | 11/2017 |
| Fort Point Capital Partners Llc | San Francisco | CA | 11/2017 | 12/2018 |
| A&O Advisors | Chicago | IL | 11/2018 | 12/2020 |
| A-Team Advisors | Medford | WI | 06/2019 | Present |
| Independent Insurance Agent | Medford | WI | 10/2014 | Present |
Annie Werner has a financial affiliated business as an independent insurance agent. Investment Relate. W7889 Lake Road, Medford, WI 54451. 80 Hours/Month & 80 Hours/Month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-24 |
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