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17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-13 |
Branch Locations
17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States
733 E. Henry Clay Street, Whitefish Bay, WI 53217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annex Wealth Management | Brookfield | WI | 11/2025 | Present |
| Wfa Asset Management Corp | Whitefish Bay | WI | 07/2023 | 11/2025 |
| University Of Wisconsin Madison | East Troy | WI | 09/2019 | 05/2023 |
| Lake Buelah Sailing School | Mukwonago | WI | 05/2016 | 08/2018 |
| Eisenhower Middle-High School | New Berlin | WI | 11/2013 | 08/2019 |
| Harbour Investments | Madison | WI | 05/2022 | 09/2022 |
| Crossmark Graphics Inc | New Berlin | WI | 05/2018 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
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