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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 2026-06-11
  • CA RA
    APPROVED
    Since 2026-06-11

Branch Locations

Granada Hills, CA • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 03/2018
    Kestra Financial Services, Inc.
    Alhambra, CA
  • 04/2018 → 09/2018
    National Securities Corp
    Alhambra, CA
  • 04/2018 → 09/2018
    National Asset Management
    Alhambra, CA
  • 09/2020 → 02/2022
    West Palm Beach, FL
  • 02/2023 → 05/2026
    Transamerica Financial Advisors, Inc
    Pasadena, CA
  • 01/2019 → 05/2026
    Wfgia
    Pasadena, CA
  • 08/2013 → 09/2018
    Psa Wealth Management
    Alhambra, CA
  • 09/2018 → 02/2023
    Conscious Wealth
    Encino, CA
  • 09/2021 → 02/2023
    Tio Mm Llc
    Carrollton, TX
  • 04/2026 → Present
    Secure Income Management Llc
    Tucson, AZ
  • 05/2026 → Present
    Tucson, AZ
Previous Registrations
  • 2023-03-01 → 2026-05-22
    Pasadena, CA
    Woodland Hills, CA
  • 2020-09-14 → 2022-02-02
    Encino, CA
    Charlotte, NC
    Charlotte, NC
  • 2018-04-17 → 2018-09-20
    Alhambra, CA
  • 2016-04-28 → 2018-03-29
    Alhambra, CA
  • 2015-11-05 → 2016-09-22
    Kestra Investment Services, Llc
    Alhambra, CA
    Los Angeles, CA
    Encino, CA
  • 2013-08-13 → 2015-12-04
    Encino, CA
    Encino, CA
    Los Angeles, CA
    Alhambra, CA
    Los Angeles, CA
  • 2008-04-15 → 2013-08-15
    Los Angeles, CA
    Los Angeles, CA
    City Of Industry, CA
    Los Angeles, CA
    West Hollywood, CA
    San Gabriel, CA
    San Marino, CA
    City Of Industry, CA
    Glendora, CA
    Glendora, CA
    City Of Industry, CA
    El Monte, CA
    Montebello, CA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-14
S63 Uniform Securities Agent State Law Examination 2001-03-12
  • S66 Uniform Combined State Law Examination
    2008-04-14
  • S63 Uniform Securities Agent State Law Examination
    2001-03-12
Other Names
  • Shkira Malik

View on SEC IAPD

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