Brett William Pohl appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Brett William Pohl appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-08 | Form ADV | KINGDOM FINANCIAL GROUP, LLC | CHIEF COMPLIANCE OFFICER | PEORIA, AZ |
| 2026-01-20 | Form ADV | SANTA BARBARA MANAGEMENT | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| 2025-03-14 | Form ADV | INVERA WEALTH ADVISORS LLC | CHIEF COMPLIANCE OFFICER | — |
| 2025-03-25 | Form ADV | TOTAL INVESTMENT MANAGEMENT, INC. | CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| 2025-03-27 | Form ADV | RETIREMENT CONSULTING GROUP, INC. | CHIEF COMPLIANCE OFFICER | LAKE OSWEGO, OR |
| 2026-01-08 | Form ADV | THRIVE CAPITAL MANAGEMENT, LLC | CHIEF COMPLIANCE OFFICER | FORT WASHINGTON, PA |
| 2025-03-28 | Form ADV | PLAN GROUP FINANCIAL, INC. | CHIEF COMPLIANCE OFFICER | OKLAHOMA CITY, OK |