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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| WI | RA | APPROVED | 2016-02-12 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Waukesha | WI | 02/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
ANNEX INSURANCE SERVICES, LLC. POSITION: CFP/IA NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 07/01/2003 ADDRESS: 18650 W CORPORATE DRIVE, SUITE 300, BROOKFIELD WI 53045 DESCRIPTION: AS PART OF A COMPLETE COMPREHENSIVE FINANCIAL PLANNING SERVICES, IT IS NECESSARY TO PROVIDE/DISCUSS INSURANCE AND FIXED INVESTMENT ALTERNATIVESÃ, ANNEX WEALTH MANAGEMENT, LLC. POSITION: CFP, CERTIFIED FINANCIAL PLANNER NATURE: FINANCIAL SERVICES OR ADVISOR ACTIVITIES NOT THROUGH H. BECK, INC. INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 200 START DATE: 08/01/2008 ADDRESS: 18650 W. CORPORATE DRIVE, SUITE 300, BROOKFIELD WI 53045 DESCRIPTION: INVESTMENT ADVICE FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-25 |
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