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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-20 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
5677 Berkshire Valley Rd. Third Floor Box #3, Oak Ridge, NJ 07438 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Stockholm | NJ | 06/2003 | Present |
| Investment Advisor Corp | West Des Moines | IA | 01/2014 | 12/2016 |
| Secure Investment Managment, Llc | Tucson | AZ | 01/2017 | 02/2019 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 08/2016 | Present |
1. Independent Insurance Agent - Non-investment related - 2737 Route 23, Stockholm, NJ. 07460 - Start Date - 06/2003 - Present - Approximately 8 hours per month, all during trading hours. Insurance agent for various Insurance Carriers selling primarily annuities and/or life insurance related products. Employee benefits consulting 2. J.D. Mellberg Financial, LLC - Non-investment related business - 3067 W. Ina Road, Suite 105, Tucson, AZ. 85741 - Insurance Agency primarily annuities and life insurance, employee benefits consulting services - Insurance Agent - Start date: 08/2016 - Present - 20 - 30 hours per week and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-11 |
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