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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-11 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Alhambra | CA | 04/2016 | 03/2018 |
| National Securities Corp | Alhambra | CA | 04/2018 | 09/2018 |
| National Asset Management | Alhambra | CA | 04/2018 | 09/2018 |
| Supreme Alliance Llc | West Palm Beach | FL | 09/2020 | 02/2022 |
| Transamerica Financial Advisors, Inc | Pasadena | CA | 02/2023 | 05/2026 |
| Wfgia | Pasadena | CA | 01/2019 | 05/2026 |
| Psa Wealth Management | Alhambra | CA | 08/2013 | 09/2018 |
| Conscious Wealth | Encino | CA | 09/2018 | 02/2023 |
| Tio Mm Llc | Carrollton | TX | 09/2021 | 02/2023 |
| Secure Income Management Llc | Tucson | AZ | 04/2026 | Present |
| Secure Investment Management Llc | Tucson | AZ | 05/2026 | Present |
Secure Income Management LLC: Licensed insurance agent; fixed insurance and annuity products; 40 hours per week; receives commissions RENTAL PROPERTY POSITION: owner of the house NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2023; DESCRIPTION: picking up rental check making sure property is ok DOTERRA OILS POSITION: customer NATURE: customer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2017 DESCRIPTION: Essential Oils sales representative TRANSFORMATION INSIDE OUT POSITION: CEO NATURE: none investment related INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016; DESCRIPTION: none just used for buyout THE VIRTUITY EDGE POSITION: Author/Speaker NATURE: Author/Speaker INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2019; DESCRIPTION: Author/Speaker NOT ANOTHER BROKE ATHLETE POSITION: author/speaker NATURE: author/speaker INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2017 DESCRIPTION: author/speaker THE LITTLE BLACK BOOK OF FITNESS POSITION: Author/Speaker NATURE: Author/Speaker INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2017 DESCRIPTION: Author/Speaker EMPOWERING BUSINESS EVERYWHERE POSITION: Author/Speaker NATURE: Author/Speaker INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2015 ; DESCRIPTION: Author/Speaker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-12 |
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