Joel Abraham Schreiber

Current Employers

Employment History

• 04/2016 → 05/2017
  Kestra Advisory Services, Inc.
  Austin, TX
• 06/2006 → 05/2017
  Kestra Investment Services, Llc
  Austin, TX
• 05/2006 → Present
  Sfi Advisors, Llc
  Montclair, NJ
• 05/2017 → Present
  Sfi Advisors, Llc
  Montclair, NJ

Previous Registrations

• 2016-04-20 → 2017-05-11
  Kestra Advisory Services, Llc
  Montclair, NJ
• 2006-01-11 → 2016-09-22
  Kestra Investment Services, Llc
  Montclair, NJ
  Woodland Park, NJ
• 2002-06-28 → 2006-01-06
  Ameriprise Financial Services, Llc
  Parsippany, NJ

Other Businesses

Business Name: parents ILIT trust Investment Related: Yes Address: 12 Carla Ct Morristown NJ 07960 Nature of Business: Legal/Fiduciary Position, Title or Relationship: Trustee Start Date: 1/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Fiduciary for the trust. Business Name: SFI Advisors Investment Related: Yes Address: 79 Midland Ave Montclair NJ 07042 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Financial Planner Start Date: 6/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Support of the financial plan Business Name: Rutgers University; Investment Related: No; Address: 75 Hamilton St., Brunswick, NJ 08901; Nature of Business: Teach Economics Data Analytics and Labor Institutions and Markets courses - evening sessions; Title: Part Time Lecturer; Start Date: 01/22/2019; Hrs/Week: 5 hrs; Hours per month during trading hours: 0 hours; Duties: Teach the above to undergraduate elective courses as a part time lecturer Business Name: Rutgers University; Investment Related: No; Address: 50 Labor Center Way, Brunswick, NJ 08901; Nature of Business: Teach Finance for Personal and Professional Success - evening sessions; Title: Part Time Lecturer; Start Date: 01/22/2019; Hrs/Week: 2 hrs; Hours per month during trading hours: 0 hours; Duties: Teach the above to undergraduate elective courses as a part time lecturer

Exams

• S66 Uniform Combined State Law Examination
  2002-01-07

Designations