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Eloy, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2011-03-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Secure Retirement Solutions, Inc. | Eloy | AZ | 07/2010 | Present |
| Secure Retirement Advisors, Llc | Eloy | AZ | 02/2011 | Present |
| Secure College Funding | Chandler | AZ | 01/2013 | 10/2016 |
David Wilkins has a financial affiliated business as an insurance agent. From time to time, he will offer clients advice or products from those activities. Greater than 50% of Mr. Wilkins revenue is from his insurance practice and he spends 40% of his time on the activity. Mr. Wilkins is the owner of Cowboytown Arena, LLC. He spends 5 to 10 hours a week on this activity. He is also the owner of Cowboytown Farms and spends 5 to 10 hours a week on this activity raising hay and breeding horses. The preceding business activities are conducted from his private residence.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-15 |
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