← Tributary

SECURITY FIRST FINANCIAL

SWARTZ CREEK, MI · CRD 122408 · IAPD ↗ · 810-655-2129

$299.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — SECURITY FIRST FINANCIAL notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
December 2025 — SECURITY FIRST FINANCIAL now reports custody of client assets ($98.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.