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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Tree Capital Management, Inc. | San Francisco | CA | 10/2009 | 08/2019 |
| Secure Investment Management, Llc | Tucson | AZ | 08/2019 | 08/2022 |
| Brookstone Capital Management | Wheaton | IL | 05/2020 | 10/2022 |
| Secure Investment Management, Llc | Tucson | AZ | 10/2022 | Present |
| Portfolio Solutions Llc | Tucson | AZ | 05/2025 | Present |
| Jd Mellberg Financial / Amerilife | Tucson | AZ | 08/2019 | 08/2022 |
| Secure Income Management Llc | Tucson | AZ | 10/2022 | Present |
(1) 2022-Present: Secure Investment Management, LLC/Investment Related/Tucson, AZ/Investment Adviser/Investment Adviser Representative/Interim dual RA role during client transition period to new investment adviser/Involves up to 10% time each month, including during tradition business hours. (2) 2022-Present: Secure Income Management LLC/Insurance Related/Tucson, AZ/Insurance Agent/Insurance Sales/Involves 20% or less time each month, including during traditional business hours./ (3) 2024-Present: KWM Group, LLC/Not Investment Related/Tucson, AZ/Managing Member & Majority Shareholder/Entity formed for income and expense sharing purposes./Involves 10% or less time each month, typically after traditional business hours./
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-14 |
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