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Current Employers
Secure Investment Management, Llc

3067 W. Ina Road #125, Tucson, AZ 85741 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-30
  • CA RA
    APPROVED
    Since 2026-06-30

Branch Locations

3067 W. Ina Road #125, Tucson, AZ 85741 • United States

Chula Vista, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aaa Insurance Co. Costa Mesa CA 02/2023 09/2025
Unemployed Chula Vista CA 11/2025 01/2026
Herzog Medicare Choices Inc Temecula CA 09/2022 01/2023
Kelly Services Chula Vista CA 10/2021 09/2022
Selectquote Overland Park KS 12/2020 10/2021
Unemployed Spring Valley CA 09/2020 11/2020
Geico Poway CA 06/2013 09/2020
Equitable Advisors, Llc New York NY 01/2026 06/2026
Thrivent Financial Appleton WI 04/2026 06/2026
Thrivent Investment Management Inc Minneapolis MN 04/2026 06/2026
Secure Income Management Llc Tucson AZ 06/2026 Present
Secure Investment Management Llc Tucson AZ 06/2026 Present
  • 02/2023 → 09/2025
    Aaa Insurance Co.
    Costa Mesa, CA
  • 11/2025 → 01/2026
    Unemployed
    Chula Vista, CA
  • 09/2022 → 01/2023
    Herzog Medicare Choices Inc
    Temecula, CA
  • 10/2021 → 09/2022
    Kelly Services
    Chula Vista, CA
  • 12/2020 → 10/2021
    Selectquote
    Overland Park, KS
  • 09/2020 → 11/2020
    Unemployed
    Spring Valley, CA
  • 06/2013 → 09/2020
    Geico
    Poway, CA
  • 01/2026 → 06/2026
    New York, NY
  • 04/2026 → 06/2026
    Thrivent Financial
    Appleton, WI
  • 04/2026 → 06/2026
    Minneapolis, MN
  • 06/2026 → Present
    Secure Income Management Llc
    Tucson, AZ
  • 06/2026 → Present
    Tucson, AZ
Previous Registrations
Other Businesses

Secure Income Management LLC: Licensed Insurance Agent: Fixed Annuity sales; 20 hours per week; receives commissions-started 06/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-11-11
Other Names
  • Mike Herzog

View on SEC IAPD

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