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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-09 |
| WI | RA | APPROVED | 2017-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mukwonago | WI | 04/1997 | Present |
| Schreiber Investment Advisory Services | Mukwonago | WI | 06/2010 | 01/2020 |
| Raymond James Financial Services Advisors Inc. | Mukwonago | WI | 10/2017 | Present |
(1) Name of Business: Schreiber Financial Services, Inc. Address: 801 Main St, Mukwonago, WI, 53149, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Planner and Investment Advisor (2) Name of Business: Schreiber Properties Mukwonago, Llc Address: 801 Main St, Mukwonago, WI, 53149, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Schreiber Properties Mukwonago LLC rents the lower level space to a tenant in building we conduct business, and main level and upper level space to our support company, Schreiber Financial Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-12 |
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