Best Investors
Account
Sign in
Best Investors
Account
Sign in
Secure Investment Management, LLC CRD 141195
$42.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
3067 W. Ina Road #125, Tucson, AZ 85741 • United States
San Clemente, CA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds Distributors, Inc. | Irvine | CA | 08/2013 | 01/2017 |
| Nicholas Pension Consultants | Rancho Cordova | CA | 02/2017 | 05/2023 |
| Securities America, Inc. | Los Angeles | CA | 11/2022 | 06/2024 |
| Securities America Advisors | Los Angeles | CA | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | Los Angeles | CA | 06/2024 | 12/2025 |
| Osaic Wealth, Inc. | Los Angeles | CA | 06/2024 | 12/2025 |
| Momenta Benefits | San Clemente | CA | 02/2025 | Present |
| Secure Income Management Llc | Tucson | AZ | 12/2025 | Present |
| Secure Investment Management Llc | Tucson | AZ | 01/2026 | Present |
MOMENTA BENEFITS: POSITION: Consultant NATURE: TPA - Third Party Administrator - for qualified plans INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/2025 DESCRIPTION: Setting up administration for qualified plans. SECURE INCOME MANAGEMENT: Insurance Agent: Sells fixed annuities and life insurance; 20 hours per week; start date - 12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2004-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-29 |
Reach out to this advisor