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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-02-24 |
Branch Locations
1001 Truman Street, Kimberly, WI 54136 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schreiber Electric, Llc | Appleton | WI | 11/2006 | Present |
| Associated Investment Services, Inc. | Green Bay | WI | 07/2015 | 02/2023 |
| Schreiber Property Holdings, Llc | Appleton | WI | 08/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2023 | Present |
1. Bookkeeping services; Schreiber Electric, LLC; as of 11/15/2006; approximately 0% time spent during business hours; Not conducted at branch location; Not investment related. 2. Bookkeeping services; Schreiber Property Holdings, LLC; as of 08/25/2021; approximately 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-06 |
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