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3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-04-04 |
Branch Locations
3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tucson | AZ | 12/2009 | Present |
| Treiberg Wealth Management | Tucson | AZ | 12/2009 | Present |
1. 12/05/2011: DBA ONLY - TREIBERG WEALTH MANAGEMENT 2. 12/08/2014 - MORTGAGE/REAL ESTATE SERVICES - REAL ESTATE AGENT - TIME SPENT 1 HOUR PER MONTH - TUCSON, AZ. 3. 12/7/2016 - Amphi Public Schools & Tucson Soccer Academy - Not Investment Related - At various parks and high schools - Other-Coach - Started 12/01/2016 - 30 Hours Per Month/0 Hours During Securities Trading. 4. 4/13/2017 - Treiberg Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/07/2017 - 86 Hours Per Month/43 Hours During Securities Trading - I provide investment advisory services through Treiberg Wealth Management, an independent investment advisor firm. I started this business activity in 04/07/2017. I expect to spend approximately [ 86 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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