| Date | Description |
|---|
| 2025-04-29 |
delete address 7400 N. Oracle Rd. Suite 150-124
Tucson AZ, 85704 |
| 2025-04-29 |
delete address 7400 N. Oracle Rd. Suite 150-418
Tucson AZ 85704 |
| 2025-04-29 |
insert address 3067 W Ina Rd Suite #125
Tucson, AZ 85741 |
| 2025-01-02 |
delete source_ip 136.143.180.12 |
| 2025-01-02 |
insert source_ip 136.143.186.12 |
| 2024-12-02 |
delete source_ip 136.143.186.12 |
| 2024-12-02 |
insert source_ip 136.143.180.12 |
| 2023-10-10 |
insert address 7400 N. Oracle Rd. Suite 150-418
Tucson AZ 85704 |
| 2023-03-21 |
delete source_ip 136.143.191.204 |
| 2023-03-21 |
insert source_ip 136.143.186.12 |
| 2022-11-08 |
delete source_ip 104.239.168.130 |
| 2022-11-08 |
insert source_ip 136.143.191.204 |
| 2021-06-13 |
delete person Andy Cota |
| 2020-07-17 |
delete person Nate Barnhart |
| 2019-06-16 |
delete person David D'Eredita |
| 2019-06-16 |
insert alias Secure Investment Management, LLC |
| 2019-04-14 |
insert founder Joshua Mellberg |
| 2019-04-14 |
insert president Joshua Mellberg |
| 2019-04-14 |
delete person Jason Deeds |
| 2019-04-14 |
insert person David D'Eredita |
| 2019-04-14 |
insert person Joshua Mellberg |
| 2019-04-14 |
update person_description Andy Cota => Andy Cota |
| 2018-07-27 |
delete alias Secure Investment Management, LLC |
| 2018-07-27 |
delete person David D'Eredita |
| 2018-07-27 |
insert about_pages_linkeddomain sec.gov |
| 2018-07-27 |
insert contact_pages_linkeddomain sec.gov |
| 2018-07-27 |
insert index_pages_linkeddomain sec.gov |
| 2018-07-27 |
insert management_pages_linkeddomain sec.gov |
| 2018-07-27 |
update person_description Andy Cota => Andy Cota |
| 2018-06-03 |
insert person Jason Deeds |
| 2018-03-03 |
delete otherexecutives Chris Marcsisak |
| 2018-03-03 |
delete person Chris Marcsisak |
| 2018-03-03 |
delete person Ruben Angulo |
| 2018-01-22 |
delete person Alastair Stansfield |
| 2017-08-31 |
delete chieflegalofficer David M. Robinson |
| 2017-08-31 |
delete otherexecutives David M. Robinson |
| 2017-08-31 |
delete svp David M. Robinson |
| 2017-08-31 |
delete person David M. Robinson |
| 2016-12-09 |
insert chieflegalofficer David M. Robinson |
| 2016-12-09 |
insert svp David M. Robinson |
| 2016-12-09 |
update person_description David Robinson => David M. Robinson |
| 2016-12-09 |
update person_title David M. Robinson: Chief Compliance Officer => General Counsel; Chief Compliance Officer; Senior Vice - President |
| 2016-09-08 |
delete managingdirector Brent Matthew |
| 2016-09-08 |
delete otherexecutives Ken Lepore |
| 2016-09-08 |
delete svp Brent Matthew |
| 2016-09-08 |
insert otherexecutives David Robinson |
| 2016-09-08 |
delete person Brent Matthew |
| 2016-09-08 |
delete person Ken Lepore |
| 2016-09-08 |
insert person David Robinson |
| 2016-09-08 |
update person_description David D'Eredita => David D'Eredita |
| 2016-09-08 |
update person_title David D'Eredita: Sales Assistant => Investment Advisor; Representative |
| 2016-05-05 |
insert svp Brent Matthew |
| 2016-05-05 |
delete person Karen Butler |
| 2016-05-05 |
update person_description Chris Marcsisak => Chris Marcsisak |
| 2016-05-05 |
update person_description Nate Barnhart => Nate Barnhart |
| 2016-05-05 |
update person_title Alastair Stansfield: Registered Client Service Associate => Relationship Manager |
| 2016-05-05 |
update person_title Brent Matthew: Managing Director => Senior Vice President; Financial Advisor; Managing Director |
| 2016-05-05 |
update person_title Nate Barnhart: Investment Consultant => Relationship Manager |
| 2016-01-21 |
delete person Mario Dela Cerna |
| 2016-01-21 |
delete source_ip 162.242.237.23 |
| 2016-01-21 |
insert person Andy Cota |
| 2016-01-21 |
insert source_ip 104.239.168.130 |
| 2015-10-20 |
delete person Danielle Stern |
| 2015-10-20 |
insert person Alastair Stansfield |
| 2015-10-20 |
update person_title Karen Butler: Client Services => Registered Client Service Associate |
| 2015-08-24 |
delete person Brandon Hoffman |
| 2015-03-29 |
insert otherexecutives Ken Lepore |
| 2015-03-29 |
insert person Brandon Hoffman |
| 2015-03-29 |
insert person Danielle Stern |
| 2015-03-29 |
insert person Ken Lepore |
| 2015-03-29 |
insert person Mario Dela Cerna |
| 2015-03-29 |
insert person Ruben Angulo |
| 2015-02-22 |
delete about_pages_linkeddomain finra.org |
| 2015-02-22 |
delete about_pages_linkeddomain sipc.org |
| 2015-02-22 |
delete address 3067 W. Ina Rd., Suite 105
Tucson, AZ 85741 |
| 2015-02-22 |
delete contact_pages_linkeddomain finra.org |
| 2015-02-22 |
delete contact_pages_linkeddomain sipc.org |
| 2015-02-22 |
delete index_pages_linkeddomain finra.org |
| 2015-02-22 |
delete index_pages_linkeddomain sipc.org |
| 2015-02-22 |
delete management_pages_linkeddomain finra.org |
| 2015-02-22 |
delete management_pages_linkeddomain sipc.org |
| 2015-02-22 |
delete person Froilan Rellora |
| 2015-02-22 |
insert address 3067 W. Ina Rd., Suite 125
Tucson, AZ 85741 |
| 2015-02-22 |
update primary_contact 3067 W. Ina Rd., Suite 105
Tucson, AZ 85741 => 3067 W. Ina Rd., Suite 125
Tucson, AZ 85741 |
| 2014-10-06 |
delete source_ip 67.227.238.206 |
| 2014-10-06 |
insert source_ip 162.242.237.23 |
| 2014-08-23 |
delete about_pages_linkeddomain themeforest.net |
| 2014-08-23 |
delete contact_pages_linkeddomain themeforest.net |
| 2014-08-23 |
delete index_pages_linkeddomain themeforest.net |
| 2014-08-23 |
delete management_pages_linkeddomain themeforest.net |
| 2014-08-23 |
delete service_pages_linkeddomain themeforest.net |
| 2014-08-23 |
delete terms_pages_linkeddomain themeforest.net |
| 2014-06-21 |
insert general_emails co..@secureinvestmentmanagement.com |
| 2014-06-21 |
delete about_pages_linkeddomain facebook.com |
| 2014-06-21 |
delete about_pages_linkeddomain twitter.com |
| 2014-06-21 |
delete about_pages_linkeddomain youtube.com |
| 2014-06-21 |
delete contact_pages_linkeddomain facebook.com |
| 2014-06-21 |
delete contact_pages_linkeddomain twitter.com |
| 2014-06-21 |
delete contact_pages_linkeddomain youtube.com |
| 2014-06-21 |
delete index_pages_linkeddomain facebook.com |
| 2014-06-21 |
delete index_pages_linkeddomain twitter.com |
| 2014-06-21 |
delete index_pages_linkeddomain youtube.com |
| 2014-06-21 |
delete person Brent Matthew |
| 2014-06-21 |
delete service_pages_linkeddomain facebook.com |
| 2014-06-21 |
delete service_pages_linkeddomain twitter.com |
| 2014-06-21 |
delete service_pages_linkeddomain youtube.com |
| 2014-06-21 |
delete terms_pages_linkeddomain facebook.com |
| 2014-06-21 |
delete terms_pages_linkeddomain twitter.com |
| 2014-06-21 |
delete terms_pages_linkeddomain youtube.com |
| 2014-06-21 |
insert about_pages_linkeddomain themeforest.net |
| 2014-06-21 |
insert contact_pages_linkeddomain themeforest.net |
| 2014-06-21 |
insert email co..@secureinvestmentmanagement.com |
| 2014-06-21 |
insert index_pages_linkeddomain themeforest.net |
| 2014-06-21 |
insert phone 520.269.4003 |
| 2014-06-21 |
insert service_pages_linkeddomain themeforest.net |
| 2014-06-21 |
insert terms_pages_linkeddomain themeforest.net |