Jessica Marie Mellberg

Current Employers

Ocotillo Wealth Management Llc

5635 N. Scottsdale Rd. Suite 170, Scottsdale, AZ 85250 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2017-09-07

AZ RA
APPROVED

Since 2017-09-07

Branch Locations

5635 N. Scottsdale Rd. Suite 170, Scottsdale, AZ 85250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ocotillo Wealth Management Llc	Chandler	AZ	08/2017	Present
Ocotillo Financial, Llc	Chandler	AZ	05/2015	Present
Tactile Medical	Chandler	AZ	03/2012	11/2021

08/2017 → Present

Ocotillo Wealth Management Llc

Chandler, AZ
05/2015 → Present

Ocotillo Financial, Llc

Chandler, AZ
03/2012 → 11/2021

Tactile Medical

Chandler, AZ

Other Businesses

1) Ocotillo Financial, LLC; Investment Related; Chandler, AZ; Insurance Sales; Insurance Agent; 05/2015; 80 hours per month and 80 hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-06-13

S65 Uniform Investment Adviser Law Examination

2017-06-13

View on SEC IAPD

Current Employers

Ocotillo Wealth Management Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews