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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-18 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
3067 W Ina Rd Suite 105, Tucson, AZ 85741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investment Management | Tucson | AZ | 12/2015 | 04/2023 |
| J.D. Mellberg Financial | Tucson | AZ | 01/2012 | Present |
| Brookstone Capital Management | Wheaton | IL | 04/2023 | Present |
J.D. MELLBERG FINANCIAL, NON-INVESTMENT RELATED BUSINESS, 3067 W. INA RD., SUITE 105, TUCSON, AZ 85741, ANNUITY/INSURANCE RELATED BUSINESS, LICENSED AGENT/PRODUCER, START DATE 01/2012 - PRESENT, 40 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-11 |
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