Best Investors Account Sign in
Inactive

Andrew D Powell

Annex Wealth Management, LLC

Naples, FL

Brookfield, WI

Claim This Profile
Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-06
WI RA APPROVED 2025-02-22
  • FL RA
    APPROVED
    Since 2025-03-06
  • WI RA
    APPROVED
    Since 2025-02-22

Branch Locations

4901 Tamiami Trail North, Naples, FL 34103 • United States

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • 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
Annex Wealth Management Brookfield WI 10/2024 Present
Cornell University New York NY 08/2020 08/2024
Collier County Public Schools Naples FL 09/2008 08/2020
  • 10/2024 → Present
    Annex Wealth Management
    Brookfield, WI
  • 08/2020 → 08/2024
    Cornell University
    New York, NY
  • 09/2008 → 08/2020
    Collier County Public Schools
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-21
  • S65 Uniform Investment Adviser Law Examination
    2025-02-21
Other Names
  • Drew Powell

View on SEC IAPD

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor