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3573 East Sunrise Drive Suite 115, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-29 |
| AZ | RA | APPROVED | 2016-08-25 |
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 (Formerly: Linsco/Private Ledger) | Tucson | AZ | 10/2001 | Present |
| Treiberg Wealth Management | Tucson | AZ | 08/2016 | Present |
| Lpl Financial, Llc | Tucson | AZ | 10/2001 | 12/2016 |
1. 9/24/2002 - DBA ONLY - TREIBERG FINANCIAL MANAGEMENT, INC. - COMMISSION DEPOSIT PURPOSES ONLY (NOT TO BE USED FOR PUBLIC MARKETING PURPOSES) 2. 1/14/2003 - NOTARY - Not Investment Related - At Reported Business Location(s) 3. 7/12/2007 - NON-VARIABLE INSURANCE DBA - TREIBERG WEALTH MANAGEMENT - INSURANCE OR FIXED ANNUITY - TIME SPENT 5% 4. 1/19/2011 - NON-VARIABLE INSURANCE DBA - TREIBERG WEALTH MANAGEMENT - TRUST SERVICES - TIME SPENT 2%. 5. 1/10/2017 - Treiberg Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/15/2016 - 80 Hours Per Month/5 Hours Per Month - I provide investment advisory services through Treiberg Wealth Management, an independent investment advisor firm. I started this business activity in 9/15,2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV 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. 6. 1/1/2017 - Treiberg Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/15/2016 - 80 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through Treiberg Wealth Management, an independent investment advisor firm. I started this business activity in 9/15, 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV 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. 7. 08/05/2024 - Foothills Barre Studio - Other - Fitness Studio - Not Investment Related - Arizona - Start Date 08/01/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-25 |
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