Mark Schneeberger

Current Employers

Employment History

• 05/2007 → Present
  Osaic Wealth, Inc.
  Walnut Creek, CA

Previous Registrations

• 2007-05-14 → 2009-03-17
  Sterling Financial Services, Inc.
  Larkspur, CA
  Alameda, CA
• 2005-10-31 → 2007-05-01
  Osaic Services, Inc.
  Phoenix, AZ
  Walnut Creek, CA
• 2003-01-30 → 2005-10-31
  Sunamerica Securities, Inc.
  Walnut Creek, CA
• 2001-12-21 → 2002-11-29
  Morgan Stanley Dw Inc.
  San Rafael, CA

Other Businesses

1) INVESTMENT ADVISOR REPRESENTATIVE, ROYAL ALLIANCE ASSOCIATES, INC., INVESTMENT RELATED, SINCE 1/2001, RECOMMEND FEE BASED INVESTMENT ACCOUNTS, SPEND APPROX 40 HOURS PER MONTH ON THIS ACTIVITY AND 20 HOURS PER MONTH ARE DURING TRADING HOURS. 2) FINANCIAL ADVISOR, NWF ADVISORY GROUP, INC., INVESTMENT RELATED, SINCE 5/2008, DBA FOR SELLING AND SERVICING COMMISSION PRODUCTS AS A REGISTERED REPRESENTATIVE WITH ROYAL ALLIANCE ASSOCIATES, INC., SPEND APPROX 80 HOURS PER MONTH ON THIS ACTIVITY AND 40 HOURS PER MONTH ARE DURING TRADING HOURS. 3) LIFE AGENT, INVESTMENT RELATED, SINCE 9/1998, RECOMMEND VARIABLE ANNUITIES AND TERM LIFE, SPEND APPROX 40 HOURS PER MONTH ON THIS ACTIVITY AND 20 HOURS PER MONTH ARE DURING TRADING HOURS. ALL ACTIVITIES ABOVE CONDUCTED AT 356 RICHARDSON WAY, MILL VALLEY, CA 94941. 4) MARK SCHNEEBERGER REAL ESTATE AGENT POSITION: referring real estate agent NATURE: (4) REAL ESTATE AGENT, BERKSHIRE HATHAWAY, NOT INVESTMENT RELATED, SINCE 1/1999, REFER REAL ESTATE SALES TO ACTIVE AGENTS, SPEND APPROX 1 HOUR PER MONTH ON THIS ACTIVITY AND 0 DURING TRADING HOURS, CONDUCTED AT 851 IRWIN STREET, 104, SAN RAFAEL, CA 94901. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 356 Richardson Way, Mill Valley CA 94941, United States DESCRIPTION: REAL ESTATE AGENT, BIRKSHIRE HATHAWAY REAL ESTATE, NOT INVESTMENT RELATED, SINCE 1/1999, REFER REAL ESTATE SALES TO ACTIVE AGENTS, SPEND APPROX 1 HOUR PER MONTH ON THIS ACTIVITY AND 0 DURING TRADING HOURS, CONDUCTED AT 851 IRWIN STREET, 104, SAN RAFAEL, CA 94901. 5) MARK SCHNEEBERGER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 356 richardson way, Mill Valley CA 94941-4052, United States DESCRIPTION: rental porperty management of 356 richardson way mill valley ca $24k yr gross income,. I also own 6541 sabado tarde rd goleta ca $40k yr gross income and 633 kite dr cabarete dominican republicthese properties are professionally manged

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-27
• S63 Uniform Securities Agent State Law Examination
  1998-09-18

Designations

Other Names

• Mark Schneeberger
• Mark Anton Schneeberger