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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-07 |
| AL | RA | APPROVED | 2020-01-06 |
| NC | RA | APPROVED | 2020-01-06 |
| SC | RA | APPROVED | 2020-01-02 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
7104 Laird St., Ste. 300, Panama City Beach, FL 32408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Columbia | SC | 06/2013 | 10/2016 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 06/2017 | Present |
| Secure Investment Managment, Llc | Tucson | AZ | 06/2017 | 04/2019 |
| Principal Trust Financial | Columbia | SC | 11/2016 | 06/2017 |
| Specialized Advisors, Llc | Dallas | TX | 04/2019 | 05/2019 |
| Brookstone Capital Management | Wheaton | IL | 01/2020 | Present |
J.D. Mellberg Financial, LLC- Non-Investment related business 3067 W. Ina Road, Suite 105, Tucson, AZ. 85741 Insurance Agency - Licensed Insurance Agent Start date - 06/2017 - Present Approximately 25. hours a week during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-25 |
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