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5635 N. Scottsdale Rd. Suite 170, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-27 |
| AZ | RA | APPROVED | 2017-06-30 |
Branch Locations
5635 N. Scottsdale Rd. Suite 170, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investment Managment, Llc Dba Jd Mellberg Financial, Llc | Tucson | AZ | 01/2016 | 03/2017 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 06/2011 | 04/2017 |
| City Of Phoenix | Phoenix | AZ | 01/2006 | Present |
| Ocotillo Wealth Management Llc | Scottsdale | AZ | 05/2017 | Present |
| Ocotillo Financial, Llc | Scottsdale | AZ | 04/2017 | Present |
1)Ocotillo Financial, LLC; Investment Related; Scottsdale, AZ; Insurance Sales; Managing Member/Insurance Agent; 04/2017; 80 hours per month and 80 hours per month during trading hours. 2) City of Phoenix - Non-Investment related business - 251 W. Washington Street, 5th Floor Phoenix, AZ 85003 - City of Phoenix - Position - Engineer -Start date - 01/2006 - Present - 40 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-12 |
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