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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-21 |
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 |
|---|---|---|---|---|
| Annex Wealth Management | Brookfield | WI | 12/2025 | Present |
| Morningstar | Chicago | IL | 09/2020 | 12/2025 |
| Uw Madison | Madison | WI | 09/2016 | 06/2020 |
| Menomonee Falls High School | Menomonee Falls | WI | 01/2012 | 09/2016 |
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