JB
Joel Barry Shapiro
CRD 5104448
Firms
| Firm | Role | As of |
|---|---|---|
| Wealthspire Retirement, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sst Benefits Consulting & Insurance Services, Llc
President · Less than 5% · May 2024
-
Fiduciary First, Llc
President · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗