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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-29 |
| CA | RA | APPROVED | 2019-11-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Oxnard | CA | 04/2016 | 08/2017 |
| Mml Investor Services Inc | Oxnard | CA | 05/2016 | 07/2017 |
| J.D. Mellberg Financial, Llc | Tucson | AZ | 07/2017 | Present |
| Secure Investment Managment, Llc | Tucson | AZ | 09/2017 | 02/2019 |
| Specialized Advisors, Llc | Dallas | TX | 02/2019 | 10/2019 |
| Brookstone Capital Management | Wheaton | IL | 11/2019 | Present |
J.D. Mellberg Financial, LLC - Non-investment related business 3067 W. Ina Road, Suite 105, Tucson, AZ. 85741 Insurance Agency - Licensed Insurance Agent Start date - 07/2017 - Present Twenty five hours a week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-12 |
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