Joel Barry Shapiro appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Joel Barry Shapiro appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-02 | Form ADV | WEALTHSPIRE RETIREMENT, LLC | PRESIDENT - WEALTHSPIRE RETIREMENT | ALISO VIEJO, CA |
| 2026-01-02 | Form ADV | SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC | PRESIDENT - WEALTHSPIRE RETIREMENT | ALISO VIEJO, CA |
| 2026-01-02 | Form ADV | FIDUCIARY FIRST, LLC | PRESIDENT - WEALTHSPIRE RETIREMENT | MAITLAND, FL |