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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-23 |
Branch Locations
San Francisco, CA • United States
Clarklake, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 07/2014 | 05/2021 |
| Dillon & Associates | Jackson | MI | 05/2021 | 02/2025 |
| Riser Investing, Llc | Clarklake | MI | 02/2025 | Present |
| Roger Wittlin Investment Advisory, Llc | Clarklake | MI | 03/2026 | Present |
(1.) Roger Wittlin Investment Advisory, LLC; RIA; Jackson, Michigan; Contractor; Approximately 10 hours/week; 6 hours during trading hours/week (2.) Riser Investing, LLC; RIA; Clarklake, Michigan; Principal and Chief Compliance Officer; Approximately 30 hours/week during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-18 |
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