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1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-14 |
Branch Locations
Stevens Point, WI • United States
1265 Main Street Suite 105, Stevens Point, WI 54481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evexia Wealth, Llc | Stevens Point | WI | 04/2025 | Present |
| University Of Wisconsin - Stevens Point | Stevens Point | WI | 08/2021 | Present |
| Vino Over The Valley | Arcadia | WI | 04/2018 | 08/2021 |
| Winona Family Ymca | Winona | MN | 07/2020 | 08/2023 |
| St. Michael's Lutheran Church | Fountain City | WI | 05/2021 | Present |
| Stockyards Bar And Grill | Dodge | WI | 04/2022 | 09/2022 |
| University Of Wisconsin - Stevens Point Aquatics Center | Stevens Point | WI | 09/2023 | 05/2024 |
| Evexia Accounting, Llc | Stevens Point | WI | 02/2024 | 04/2025 |
| Student | Stevens Point | WI | 04/2015 | 03/2018 |
| Dairyland Power Cooperative | Alma | WI | 05/2024 | 06/2024 |
1) St. Michael's Lutheran Church; Not investment-related; 38 N Hill St., Fountain City, WI. 54629; Church; Organist; Play organ; Less than 5% of time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-14 |
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