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Current Employers
Secure Investment Management, Llc

3067 W. Ina Road #125, Tucson, AZ 85741 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

3067 W. Ina Road #125, Tucson, AZ 85741 • United States

Encinitas, CA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → Present
    Clarkdearmond, Llc
    Encinitas, CA
  • 02/2015 → Present
    J.D. Mellberg Financial, Llc
    Tucson, AZ
  • 08/2017 → 01/2019
    Secure Investment Managment, Llc
    Tucson, AZ
  • 01/2019 → 10/2019
    Specialized Advisors, Llc
    Dallas, TX
  • 11/2019 → Present
    Secure Investment Management
    Tucson, AZ
Previous Registrations
  • 2019-01-31 → 2019-10-12
    Specialized Advisors
    Encinitas, CA
    Dallas, TX
  • 2017-08-25 → 2019-01-24
    Encinitas, CA
    Tucson, AZ
  • 2010-12-13 → 2012-08-02
    Vfg Advisors, Inc.
    Los Angeles, CA
  • 2010-09-28 → 2010-12-16
    Osaic Services, Inc.
    Carlsbad, CA
    Scottsdale, AZ
  • 2002-06-25 → 2010-09-22
    Next Financial Group, Inc.
    Carlsbad, CA
    Carlsbad, CA
  • 2002-09-05 → 2003-10-06
    Pageone Financial, Inc.
    Carlsbad, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-24
S66 Uniform Combined State Law Examination 1999-12-22
  • S65 Uniform Investment Adviser Law Examination
    2017-07-24
  • S66 Uniform Combined State Law Examination
    1999-12-22

View on SEC IAPD

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