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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-03-16 |
| MO | RA | APPROVED | 2018-03-16 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
10895 Grandview Dr. Suite 360, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investment Management, Llc | Tucson | AZ | 01/2016 | 03/2018 |
| J.D. Mellberg Financial | Tucson | AZ | 01/2015 | Present |
| Enlightnu, Llc | Overland Park | KS | 11/2014 | Present |
1) ENLIGHTNU, LLC - NON-INVESTMENT RELATED BUSINESS - 7400 W 110 St., Suite 180, Overland Park, KS 66210- INSURANCE/ANNUITY RELATED BUSINESS, OWNER/LICENSED INSURANCE AGENT, 11/2014 - PRESENT - 20 HOURS PER WEEK AND DURING TRADING HOURS. 2) JD MELLBERG FINANCIAL - NON-INVESTMENT RELATED BUSINESS - 3067 W. INA ROAD, SUITE 105 TUCSON, AZ 85741 -INSURANCE/ANNUITY RELATED BUSINESS - CONTRACTED/LICENSED INSURANCE AGENT - START DATE 01/2015 -PRESENT - 5-10 HOURS PER WEEK AND DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-05 |
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