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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-01 |
| MT | RA | APPROVED | 2025-04-01 |
| NY | RA | APPROVED | 2025-04-01 |
| CA | RA | APPROVED | 2020-01-13 |
Branch Locations
Los Angeles, CA • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jd Mellberg Financial | Tucson | AZ | 09/2017 | Present |
| Self Employed | Los Angeles | CA | 04/2005 | 08/2017 |
| Brookstone Capital Management | Wheaton | IL | 01/2020 | Present |
JD Mellberg FInancial, LLC - Non-investment related business - 3067 W. Ina Rd, Suite 105, Tucson, Az. 85741 - Insurance Agency - Licensed Insurance Agent - Insurance sales - 9/2017 - Present - Hours vary depending upon business needs and all during trading hours. Attorney - Non investment related - 9406 Bolton Road, LA, CA 90034 - 2004-present - 1-2 hours per month reviewing living trusts for past clients - 1-2 per month during trading hours -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-02 |
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