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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-07 |
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services Inc | Phoenix | AZ | 01/2017 | 07/2017 |
| Arizona State University | Tempe | AZ | 05/2015 | 12/2016 |
| Longboard Asset Management | Phoenix | AZ | 08/2016 | 10/2016 |
| Foresters Financial Services | Phoenix | AZ | 07/2017 | 06/2019 |
| Foresters Advisory Services Llc | Phoenix | AZ | 03/2018 | 06/2019 |
| Guardian Life Insurance Co Of America | Phoenix | AZ | 06/2019 | 07/2020 |
| Park Avenue Securities, Llc | Phoenix | AZ | 06/2019 | 07/2020 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 07/2020 | 10/2023 |
| Southwest Windows And Doors Llc | Tempe | AZ | 07/2019 | 03/2024 |
| Cache Securities, Llc | Scottsdale | AZ | 10/2023 | 02/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2025 | 12/2025 |
| Unemployed | Phoenix | AZ | 03/2024 | 03/2025 |
| Cetera Investment Advisers Llc | Phoenix | AZ | 03/2025 | 12/2025 |
| Secure Income Management | Tucson | AZ | 12/2025 | Present |
| Secure Investment Management Llc | Tucson | AZ | 01/2026 | Present |
1. MC AVE LLC, SHORT TERM RENTAL, 100% OWNER 2. BEVERLY LN LLC, MID TERM RENTAL, 100% OWNER 3. ROSEGARDEN LLC, LONG TERM RENTAL, 100% OWNER 4. SUPER ABUNDANCE LLC, LEADERSHIP & SALES COACHING, 100% OWNER, 5/HRS/WK 5. LOAN OFFICER FOR LEAD SENSEI CAPITAL, ORIGINATE SBA OR COMMERCIAL REAL ESTATE LOANS, 10/HRS/WK; 6. SECURE INCOME MANAGEMENT; INSURANCE AGENT; 40 HOURS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-04 |
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