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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-17 |
| WI | RA | APPROVED | 2026-08-17 |
Branch Locations
Mequon, WI • United States
1500 Broadway 28Th Floor, New York, NY 10036 • United States
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-11 |
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 | 05/2024 | 08/2024 |
| Annex Wealth Management | Brookfield | WI | 08/2025 | 08/2026 |
| University Of Iowa | Iowa City | IA | 09/2021 | 05/2025 |
| Elite Sports Club | Mequon | WI | 10/2018 | 04/2021 |
| Ldc Pool | Mequon | WI | 06/2019 | 08/2021 |
| Mequon-Theinsville School District | Mequon | WI | 09/2014 | 06/2021 |
| 1834 Investment Advisors | Milwaukee | WI | 06/2023 | 08/2023 |
| Mariner | Overland Park | KS | 08/2026 | Present |
| Annex Wealth Management | Brookfield | WI | 07/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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