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830 Kirts Blvd Suite 305, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| MI | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED_RES | 2018-07-19 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Secure Asset Management | Troy | MI | 04/2016 | 07/2022 |
| Wittenberg Investments Inc. | Troy | MI | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-07 |
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