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M••••••• H••• S••••••••
- Professional profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- ••• Lockedreportedschneiderwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•••••••• W••••• M••••••••• independent RIA currentsince Mar 24, 2025 · Austin, Tx
- C•••••••• G••••• M•••••• I••• BD affiliatedApr 8, 2003 to Aug 13, 2007 · Menlo Park, Ca
- C•••••••• G••••• M•••••• I••• to S•••••••• W••••• M•••••••••left Aug 13, 2007, registered Mar 24, 2025 (6433 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address