SD
Steven Donald Witter
CRD 5016923
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Bentham Wealth Advisors Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Bentham Wealth Advisors Inc
Chief Compliance Officer · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗