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Current Employers
Secure Asset Management, L.L.C.

2565 West Maple Rd, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-10
  • FL RA
    APPROVED
    Since 2024-08-10

Branch Locations

Orange Park, FL • 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
David R. Coughlin Orange Park FL 07/1991 Present
Securities America, Inc. Cincinnati OH 01/2009 10/2017
Securities America Advisors, Inc. Lavista NE 01/2009 10/2017
Scf Securities, Inc. Fresno CA 10/2017 07/2024
Scf Investment Advisors, Inc. Fresno CA 10/2017 07/2024
Aurora Securities Inc. Orange Park FL 07/2024 Present
Secure Asset Management, Llc Orange Park FL 07/2024 Present
  • 07/1991 → Present
    David R. Coughlin
    Orange Park, FL
  • 01/2009 → 10/2017
    Securities America, Inc.
    Cincinnati, OH
  • 01/2009 → 10/2017
    Securities America Advisors, Inc.
    Lavista, NE
  • 10/2017 → 07/2024
    Scf Securities, Inc.
    Fresno, CA
  • 10/2017 → 07/2024
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 07/2024 → Present
    Aurora Securities Inc.
    Orange Park, FL
  • 07/2024 → Present
    Orange Park, FL
Previous Registrations
  • 2017-10-16 → 2024-08-01
    Scf Investment Advisors, Inc.
    Orange Park, FL
    San Diego, CA
    Orange Park, FL
  • 2009-01-23 → 2017-10-16
    Securities America Advisors, Inc.
    Orange Park, FL
    Cincinnati, OH
  • 2000-06-29 → 2009-01-23
    Brecek & Young Advisors, Inc.
    Cincinnati, OH
    Lorton, VA
    Cincinnati, OH
    Lorton, VA
Other Businesses

ONE RESOURCE GROUP - IMO - TERM LIFE SALES, INVESTMENT RELATED - YES; PACIFIC ADVISORS - TERM DISABILITY INSURANCE SALES & SERVICE; FINRA ARBITRATION - DESIGNATED FINRA ARBITRATOR; DAVID R. COUGHLIN - COUGHLIN WEALTH MANAGEMENT - INSURANCE SALES - ORANGE PARK, FL 32073; SECURE INVESTORS GROUP; FIXED INSURANCE, START DATE 7/2024; SECURE ASSET MANAGEMENT START DATE 7/2024.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-10
S63 Uniform Securities Agent State Law Examination 1991-12-11
  • S65 Uniform Investment Adviser Law Examination
    2008-01-10
  • S63 Uniform Securities Agent State Law Examination
    1991-12-11
Designations
Other Names
  • David R Coughlin

View on SEC IAPD

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