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Current Employers
Treiberg Wealth Management

3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2017-04-04
  • AZ RA
    APPROVED
    Since 2017-04-04

Branch Locations

3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Tucson AZ 12/2009 Present
Treiberg Wealth Management Tucson AZ 12/2009 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-04
S63 Uniform Securities Agent State Law Examination 1999-12-17
  • S66 Uniform Combined State Law Examination
    2017-04-04
  • S63 Uniform Securities Agent State Law Examination
    1999-12-17
Designations

View on SEC IAPD

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