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RIA / WealthAdvisorCertified Financial Planner24 years in industry

AMANDA JEAN HARVEY

Advisor at UPLEVEL WEALTH

PORTLAND, OR

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Search this name across graphsid dfx:ria:45d3790e-1669-7ae5-b08b-7c32ba4d449f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 18, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UPLEVEL WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 17, 2002
First registration: Jun 18, 2004
Dual registered: no
Other names: AMANDA JEAN SCHNEIDER|AMANDA J SCHNEIDER
IAPD individual key: 4448078

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UPLEVEL WEALTH	Independent wealth	Mar 29, 2021	n/a	yes	PORTLAND, OR	Current employment
VISTA CAPITAL PARTNERS, INC.	Independent wealth	Jun 4, 2014	Mar 29, 2021	no	PORTLAND, OR	Previous registration
MATISSE CAPITAL	Mixed wealth	Apr 3, 2014	Jun 4, 2014	no	PORTLAND, OR	Previous registration
BRANDES INVESTMENT PARTNERS, LP	Other adviser	Jun 18, 2004	Feb 28, 2005	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VISTA CAPITAL PARTNERS, INC.	UPLEVEL WEALTH	Mar 29, 2021	Mar 29, 2021	0	Firm change	RIA to RIA
MATISSE CAPITAL	VISTA CAPITAL PARTNERS, INC.	Jun 4, 2014	Jun 4, 2014	0	Firm change	Other
BRANDES INVESTMENT PARTNERS, LP	MATISSE CAPITAL	Feb 28, 2005	Apr 3, 2014	3,321	Firm change after gap	Other

Relationships

Registered with (4)

→ UPLEVEL WEALTHRegistered adviserregistration: current employment
Mar 29, 2021 to presentfactForm ADV
→ VISTA CAPITAL PARTNERS, INC.Registered adviserregistration: previous registration
Jun 4, 2014 to Mar 29, 2021factForm ADV
→ MATISSE CAPITALRegistered adviserregistration: previous registration
Apr 3, 2014 to Jun 4, 2014factForm ADV
→ BRANDES INVESTMENT PARTNERS, LPRegistered adviserregistration: previous registration
Jun 18, 2004 to Feb 28, 2005factForm ADV

Dated events

No dated event names this entity yet.