Mark Charles Schreiber

Current Employers

Employment History

• 01/1997 → 12/2020
  Dems Prop Llc
  St Louis, MO
• 11/2010 → Present
  Mark Schreiber, Cpa
  St Louis, MO
• 11/2010 → Present
  Schreiber Wealth Management
  St Louis, MO
• 04/2015 → 07/2017
  National Planning Corporation
  El Segundo, CA
• 07/2017 → 07/2022
  Kalos Capital
  Alpharetta, GA
• 07/2017 → 07/2022
  Kalos Management
  Alpharetta, GA
• 02/2018 → 12/2020
  E3 Tax Az, Llc
  Scottsdale, AZ
• 07/2022 → Present
  Madison Avenue Securities
  San Diego, CA
• 07/2022 → 10/2022
  Ae Wealth Management Llc
  Topeka, KS
• 05/2015 → Present
  E3 Wealth
  Kirkwood, MO
• 10/2022 → Present
  Transce3Nd Llc
  Buda, TX

Previous Registrations

• 2022-07-29 → 2023-01-17
  Ae Wealth Management, Llc
  Kirkwood, MO
  Topeka, KS
• 2017-07-07 → 2022-08-01
  Kalos Management
  Sunset Hills, MO
  Ponte Vedra Beach, FL
• 2015-04-22 → 2017-07-12
  National Planning Corporation
  Crystal City, MO
  St. Louis, MO
• 1998-03-17 → 2015-05-04
  Cetera Investment Advisers Llc
  St Louis, MO
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
  Kirkwood, MO

Other Businesses

1) E3 TAX SERVICES, Address: 906 S. Kirkwood Road, St. Louis, MO 63122, Position: Senior Partner: Nature Tax Strategy, Tax Return Review. , 5/1/2015, 10 HOURS TOTAL, 0 DURING TRADING HOURS, Description: Review tax returns, tax training to staff and tax migration strategies. -- 2) MS Family RE, LLC, DBA STL WHOLESALE STATION POSITION: Sole Member NATURE: Amazon E-Commerce resale Fulfillment store INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Saint Louis MO 63119, United States DESCRIPTION: initial set up and approve expenses. trading hours. 3) E3 WEALTH POSITION: Senior Partner NATURE: Life Insurance, Fixed Annuity Sales, Fixed Index Annuity Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2015 ADDRESS: 906 S. Kirkwood Road, St. Louis, MO 63122 DESCRIPTION: Senior partner, lead advisor. 4) 6833 A Avenue, LLC Short Term Vacation Rental Nature: (Rental Property) Deerfield Beach, FL, Investment related No: , Member, 6/2022, 4 hours total, 0 during trading hours. 5.) MADISON AVENUE SECURITIES: YES INVESTMENT RELATED; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; SECURITIES SALES; REGISTERED REPRESENTATIVE; START DATE 07/2022; 6.) NAME: TRANSCE3ND LLC: POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 10 SEC TRADING HOURS: 10 START DATE: 10/2022: ADDRS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Advisor Representative. 7.) Name: MCS Wealth Management; Investment Related: Yes; Nature of the Business: All Investment income flows through this entity including brokerage, insurance, etc..; Position: President; Hours Per Week: 40 Hours; Start Date: 1/1/2007. 8.) Name: E3 Tax, LLC dba E3 Family Office filed in Missouri; Investment Related: No; Address: 906 S. Kirkwood Road, St. Louis, MO 63122; Nature of the Business: Tax preparation, accounting, and income tax strategies and entity structure. Due Diligence on tax strategies, tax credits; Position: Support Provided to Owner; Hours Per Week: 4-8 Hours; Start Date: 1/1/2015

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-02
• S63 Uniform Securities Agent State Law Examination
  1996-10-01