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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-01-07 |
| OH | RA | APPROVED | 2019-11-15 |
| MI | RA | APPROVED | 2019-11-14 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Brighton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cloudera | Brighton | MI | 02/2016 | 09/2016 |
| Qubole | Brighton | MI | 09/2016 | 01/2017 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 05/2017 | Present |
| Secure Investment Management, Llc | Tucson | AZ | 06/2017 | 01/2019 |
| Unemployed | Brighton | MI | 01/2017 | 04/2017 |
| Specialized Advisors, Llc | Dallas | TX | 01/2019 | 10/2019 |
| Brookstone Capital Management | Wheaton | IL | 11/2019 | Present |
J.D. Mellberg Financial, LLC - Non-investment related business - 3067 W. Ina Road, Suite 105, Tucson, AZ. 85741 - Insurance Agency - Insurance sales Licensed Insurance Agent - Start date: 05/2017 - Present - 30-40 hours per week and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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