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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Encinitas, CA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Clarkdearmond, Llc | Encinitas | CA | 04/2016 | Present |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 02/2015 | Present |
| Secure Investment Managment, Llc | Tucson | AZ | 08/2017 | 01/2019 |
| Specialized Advisors, Llc | Dallas | TX | 01/2019 | 10/2019 |
| Secure Investment Management | Tucson | AZ | 11/2019 | Present |
1) Clark DeArmond, LLC - Non-investment related business 747 Del Riego Ave., Encinitas, CA. 92024 Independently owned insurance agency - Owner/Licensed Insurance Agent Start date - 04/2016 - Present - 40 hours per week and during trading hours. 2) J.D. Mellberg Financial, LLC - Non-Investment related business 3067 W. Ina Road, Suite 105, Tucson, AZ. 85741 Licensed Insurance Agency - Licensed Insurance Agent Start date - 02/2015 - present Hours vary depending upon business needs and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S66 | Uniform Combined State Law Examination | 1999-12-22 |
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