Brett Ronald Schneider appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Brett Ronald Schneider appears on 15 filing roles across Form ADV (15).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-26 | Form ADV | DIVERGENT WEALTH ADVISORS, LLC | DIRECTOR | SOUTH JORDAN, UT |
| 2026-01-15 | Form ADV | ROUNDANGLE ADVISORS LLC | DIRECTOR | RED BANK, NJ |
| 2026-01-09 | Form ADV | FIDUCIENT ADVISORS LLC | DIRECTOR - WEALTHSPIRE | CHICAGO, IL |
| 2025-07-01 | Form ADV | 3A PARTNERS, LLC | DIRECTOR | AUSTIN, TX |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS LLC | DIRECTOR | NEW YORK, NY |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS | DIRECTOR | MELVILLE, NY |
| 2025-11-26 | Form ADV | MARIN FINANCIAL ADVISORS LLC | DIRECTOR | LARKSPUR, CA |
| — | Form ADV | AXIA ADVISORY, LLC | DIRECTOR - WEALTHSPIRE | INDIANAPOLIS, IN |
| 2026-01-02 | Form ADV | WEALTHSPIRE RETIREMENT, LLC | DIRECTOR - WEALTHSPIRE | ALISO VIEJO, CA |
| 2026-01-02 | Form ADV | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | DIRECTOR - WEALTHSPIRE | ALISO VIEJO, CA |
| 2026-01-02 | Form ADV | FIDUCIARY FIRST, LLC | DIRECTOR - WEALTHSPIRE | MAITLAND, FL |
| 2025-03-31 | Form ADV | RETIREMENT INVESTMENT ADVISORS INC | DIRECTOR | OKLAHOMA CITY, OK |
| 2025-12-11 | Form ADV | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | DIRECTOR | PLAINVIEW, NY |
| — | Form ADV | SELLWOOD INVESTMENT PARTNERS LLC | DIRECTOR - WEALTHSPIRE | PORTLAND, OR |
| — | Form ADV | FI3 FINANCIAL ADVISORS, LLC | DIRECTOR | INDIANAPOLIS, IN |