Comments on Proposed Rule: Amending the "Accredited Investor" Definition

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Date Received
Date Letter Type Commenter Name
Public Comment Melinda Schramm, Founder and Chairman, National Introducing Brokers Association
Public Comment Brian Belley, Founder and Managing Member, Crowdwise, LLC
Public Comment Brian Egan, Policy Director, National Association of State Treasurers (NAST), et al.
Public Comment Corey Wangler, Sunpointe Investments
Public Comment David C. Damschen, Utah State Treasurer
Public Comment Cody L. West
Public Comment Robert Hall
Public Comment Howard Lichtman
Public Comment Raymond Wu
Public Comment Brian Schreiner, Senior VP, Private Wealth Group, CMG Capital Management Group, Inc.
Public Comment Daniel Hoeller, Real Estate Broker and Investor
Public Comment Kevin King, CFA
Public Comment Billy Stern, Managing Partner, Stern Brothers Asset Management, LLC
Public Comment Tyler Page
Public Comment Kenton V. McCarthy, CEO, Vulcan Consultants, L.L.C. and Adjunct Professor of Finance at Arizona State University
Public Comment Stephen J. Inglis, CFA, CEO, InPortal
Public Comment David F. Freeman, Jr., Arnold Porter Kaye Scholer LLP
Public Comment Joe Horowitz, Managing General Partner, Icon Ventures
Public Comment Keith M. Williams, President, California Association of County Treasurers and Tax Collectors
Public Comment Fernando Sanchez
Public Comment Isaac Pino
Public Comment William O'Malley, CFA, Income Research and Management
Public Comment Joseph Carrabes, Amundi Pioneer Institutional Asset Management, Inc.
Public Comment Thomas J. Metz. J.D., M.B.A., Chairman, CMTA Legislative Committee
Public Comment Gerald M. Miller
Public Comment James Evans
Public Comment Jared Smith
Public Comment Ashley Wunderlich, CFA
Public Comment Jeffrey P Jacobson, Attorney, Securities Litigator
Public Comment Kurt Wunderlich, Client Development Advisor, Buckingham Strategic Wealth

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-25-19
Release Number
33-10734
34-87784
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