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Current Employers
Windrock Wealth Management

225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-21
  • MI RA
    APPROVED
    Since 2025-07-21

Branch Locations

Ann Arbor, MI • United States

225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Michigan Ann Arbor MI 05/2015 07/2019
Bright Edge Cleveland OH 07/2019 08/2019
Health Data Specialists Ann Arbor MI 11/2019 08/2020
Vintage Financial Ann Arbor MI 08/2020 09/2020
Collier Financial Ann Arbor MI 11/2020 05/2021
Foster & Motley, Inc. Cincinnati OH 05/2021 10/2021
Atob Ann Arbor MI 10/2021 03/2022
Inveniam.iO Novi MI 03/2022 01/2025
Maripau Wealth Management Fort Wayne IN 10/2023 01/2025
Windrock Wealth Management Naperville IL 04/2025 Present
  • 05/2015 → 07/2019
    University Of Michigan
    Ann Arbor, MI
  • 07/2019 → 08/2019
    Bright Edge
    Cleveland, OH
  • 11/2019 → 08/2020
    Health Data Specialists
    Ann Arbor, MI
  • 08/2020 → 09/2020
    Vintage Financial
    Ann Arbor, MI
  • 11/2020 → 05/2021
    Collier Financial
    Ann Arbor, MI
  • 05/2021 → 10/2021
    Cincinnati, OH
  • 10/2021 → 03/2022
    Atob
    Ann Arbor, MI
  • 03/2022 → 01/2025
    Inveniam.iO
    Novi, MI
  • 10/2023 → 01/2025
    Maripau Wealth Management
    Fort Wayne, IN
  • 04/2025 → Present
    Naperville, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-15
  • S65 Uniform Investment Adviser Law Examination
    2020-06-15

View on SEC IAPD

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