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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-02-22 |
| VA | RA | APPROVED | 2023-02-09 |
| NC | RA | APPROVED | 2023-02-01 |
| MI | RA | APPROVED | 2022-09-12 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Concord, NC • United States
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 |
|---|---|---|---|---|
| Concorde Investment Services, Llc | Troy | MI | 08/2012 | 10/2016 |
| Concorde Asset Management, Llc | Troy | MI | 09/2012 | 10/2016 |
| Capital Financial Services, Inc | Minot | ND | 11/2016 | 06/2019 |
| Secure Asset Management, L.L.C. | Rochester | MI | 11/2016 | 04/2022 |
| Brookstone Capital Management | Wheaton | IL | 02/2023 | Present |
| Jdm Financial | Concord | NC | 09/2021 | Present |
JD Mellberg Financial. Financial Professional. Sales of Annuities and Life Insurance. 3067 West Ina Road #105 Tucson AZ 85741 Started September 2021, 180 hours per month. Duties include meeting face to face with prospects and clients to review financial situation. Looking to place into safe growth and or income products for mostly retirees or those about to retire or are planning their retirement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-21 |
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