Inactive

Amanda Jean Harvey

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Current Employers

Uplevel Wealth

500 Sw 116Th Ave, Suite 118, Portland, OR 97225 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-05-23
CA	RA	APPROVED	2025-01-07
OR	RA	APPROVED	2021-03-29

WA RA
APPROVED

Since 2025-05-23
CA RA
APPROVED

Since 2025-01-07
OR RA
APPROVED

Since 2021-03-29

Branch Locations

500 Sw 116Th Ave, Suite 118, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vista Capital Parnters	Portland	OR	06/2014	03/2021
Uplevel Wealth Llc	Portland	OR	03/2021	Present

06/2014 → 03/2021

Vista Capital Parnters

Portland, OR
03/2021 → Present

Uplevel Wealth Llc

Portland, OR

Previous Registrations

2014-06-04 → 2021-03-29

Vista Capital Partners, Inc.

Portland, OR
2014-04-03 → 2014-06-04

Matisse Capital

Portland, OR
2004-06-18 → 2005-02-28

Brandes Investment Partners, Lp

San Diego, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-04-17

S66 Uniform Combined State Law Examination

2002-04-17

Designations

Other Names

Amanda Jean Schneider
Amanda J Schneider

View on SEC IAPD

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