Brad Leighton Long appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Brad Leighton Long appears on 8 filing roles across Form ADV (8).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-15 | Form ADV | ROUNDANGLE ADVISORS LLC | CHIEF INVESTMENT OFFICER | RED BANK, NJ |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS LLC | CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| 2025-11-25 | Form ADV | WEALTHSPIRE ADVISORS | CHIEF INVESTMENT OFFICER | MELVILLE, NY |
| 2025-11-26 | Form ADV | MARIN FINANCIAL ADVISORS LLC | CHIEF INVESTMENT OFFICER | LARKSPUR, CA |
| — | Form ADV | AXIA ADVISORY, LLC | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | INDIANAPOLIS, IN |
| — | Form ADV | WEALTHSPIRE RETIREMENT, LLC | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | ALISO VIEJO, CA |
| — | Form ADV | SELLWOOD INVESTMENT PARTNERS LLC | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | PORTLAND, OR |
| — | Form ADV | FI3 FINANCIAL ADVISORS, LLC | CHIEF INVESTMENT OFFICER | INDIANAPOLIS, IN |