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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-30 |
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 |
|---|---|---|---|---|
| Wings Over | Milwaukee | WI | 11/2024 | 01/2025 |
| Avalerian Capital | Milwaukee | WI | 08/2024 | 11/2024 |
| Annex Wealth Management | Brookfield | WI | 06/2024 | 08/2024 |
| Baird | Milwaukee | WI | 01/2023 | 06/2024 |
| White Construction | Neenah | WI | 06/2022 | 12/2022 |
| Kwik Trip | Neenah | WI | 09/2020 | 01/2022 |
| Neenah Joint School District | Neenah | WI | 09/2014 | 06/2021 |
| University Of Wisconsin - Milwaukee | Milwaukee | WI | 09/2021 | 05/2025 |
| Annex Wealth Management | Brookfield | WI | 02/2024 | Present |
JTJ Consulting 3111 North Newhall St, Milwaukee - supplemental research for alternative investments like real estate started in 05/2025; 20 hours per month but not during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
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