DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

LELAND TODD PROSHEK

Advisor at SECURE ASSET MANAGEMENT, L.L.C.

TROY, MI | Lambertville, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04554641-e432-5b5e-3265-0c42cf80b117

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SECURE ASSET MANAGEMENT, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 20, 1999
First registration: Oct 10, 2001
Dual registered: no
Other names: LEE PROSHEK
IAPD individual key: 4016188

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SECURE ASSET MANAGEMENT, L.L.C.	Independent wealth	Mar 10, 2026	n/a	yes	Lambertville, MI\|TROY, MI	Current employment
Spc	Bd affiliated wealth	Mar 8, 2006	Feb 25, 2026	no	ANN ARBOR, MI\|LAMBERTVILLE, MI	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 11, 2005	Mar 7, 2006	no	LAMBERTVILLE, MI	Previous registration
QUESTAR CAPITAL CORPORATION	n/a	Oct 10, 2001	Dec 31, 2005	no	LAMBERTVILLE, MI\|LAMBERTVILLE, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Spc	SECURE ASSET MANAGEMENT, L.L.C.	Feb 25, 2026	Mar 10, 2026	13	Firm change	Ibd to RIA
QUESTAR ASSET MANAGEMENT, INC.	Spc	Mar 7, 2006	Mar 8, 2006	1	Firm change	Other
QUESTAR CAPITAL CORPORATION	QUESTAR ASSET MANAGEMENT, INC.	Dec 31, 2005	Jan 11, 2005	-354	Bulk transfer	Other

Relationships

Registered with (4)

→ SECURE ASSET MANAGEMENT, L.L.C.Registered adviserregistration: current employment
Mar 10, 2026 to presentfactForm ADV
→ SPCRegistered adviserregistration: previous registration
Mar 8, 2006 to Feb 25, 2026factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 11, 2005 to Mar 7, 2006factForm ADV
→ QUESTAR CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Oct 10, 2001 to Dec 31, 2005factForm ADV

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
Leland Todd Proshek left Spc for Secure Asset Management, L.L.C. (registered 2026-03-10)
Form ADVobserved 5 days ago