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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-15 |
Branch Locations
2565 West Maple Rd, Troy, MI 48084 • United States
1725 Blairs Ferry Road Ste 104, Marion, IA 52302 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2008 | 08/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2011 | 08/2018 |
| Lpl Financial | Cedar Rapids | IA | 08/2018 | 02/2022 |
| Scf Securities, Inc | Fresno | CA | 02/2022 | 10/2024 |
| Scf Investment Advisors, Inc | Fresno | CA | 02/2022 | 10/2024 |
| Premier Investments Of Iowa | Cedar Rapids | IA | 05/2005 | 02/2022 |
| Westberry Wealth Management , Llc | Marion | IA | 03/2022 | Present |
| Secure Asset Management, L.L.C. | Marion | IA | 05/2025 | Present |
PENSION, & SOCIAL SECURITY ANALYSIS, CHARGE A FLAT FEE; INSURANCE AGENT - NON INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT - START 02/2022 - 10 HRS/MONTH, 5 DURING TRADING HOURS - FIXED ANNUITIES. LIFE / HEALTH, LTC; NOTARY PUBLIC - NON INVESTMENT RELATED - SAME ADDRESS - NOTARY PUBLIC - START 01/2018 - 1 HR/MONTH DURING TRADING HOURS - I VERIFY CLIENT'S IDENTITY & STAMP/SIGN THE FORMS. WESTBERRY WEALTH MANAGEMENT - INVESTMENT RELATED - SAME ADDRESS - FINANCIAL PRACTICE - OWNER - PRESIDENT AND OWNER - 07/22/2022 - 160 HRS/MO - 160 HRS/MO - "DOING BUSINESS AS" FOR FINANCIAL PLANNING, INSURANCE PLANNING, AND OTHER SECURITIES RELATED ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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