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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-21 |
Branch Locations
Brookfield, WI • United States
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annex Wealth Management | Elm Grove | WI | 08/2021 | 12/2025 |
| U.S. Bank | Boston | MA | 11/2018 | 08/2021 |
| True Value | Boston | MA | 10/2018 | 11/2018 |
| Stifel Nicolaus | Mankato | MN | 08/2018 | 09/2018 |
| Grandma's Sports Garden | Duluth | MN | 08/2015 | 04/2018 |
| Mcdonalds | Mankato | MN | 04/2018 | 08/2018 |
| Aprio Wealth Management, Llc | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
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