Charles Daniel Yancey

Current Employers

Employment History

• 08/2013 → Present
  Jd Mellberg Financial, Llc
  Tucson, AZ
• 06/2018 → 01/2019
  Secure Investment Management, Llc
  Tucson, AZ
• 01/2002 → Present
  Self Employed-Income For Life Model
  Edmond, OK
• 01/2019 → 10/2019
  Specialized Advisors, Llc
  Dallas, TX
• 11/2019 → Present
  Brookstone Capital Management
  Wheaton, IL

Previous Registrations

• 2019-01-31 → 2019-10-12
  Specialized Advisors
  Oklahoma City, OK
  Dallas, TX
• 2018-06-20 → 2019-01-24
  Secure Investment Management, Llc
  Oklahoma City, OK
  Edmond, OK
  Tucson, AZ

Other Businesses

J.D. Mellberg Financial, LLC - Non-Investment related business 3067 W. Ina Rd, Suite 105, Tucson, AZ 85741 Insurance Agency - Licensed Insurance Agent Insurance Sales 08/2015 to PRESENT Conduct business approximately 25 hours a week during trading hours Self employed promoting income for life model products 01/2002 to PRESENT Hours vary depending upon business needs and all during trading hours Hours vary depending upon business needs and all during trading hours Software is used to outline retirement income from securities and annuities as well as social security and pension income Senior Resources & Benefits, LLC I will receive periodic finders fee for estate planning from the law firm that owns Senior Resources & Benefits, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-18
• S63 Uniform Securities Agent State Law Examination
  1984-09-04