DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SECURE INVESTMENT MANAGEMENT, LLC
Clovis, CA | TUCSON, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Oct 31, 2024 | n/a | yes | Clovis, CA|TUCSON, AZ | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 25, 2019 | May 12, 2021 | no | Fresno, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | May 12, 2021 | Oct 31, 2024 | 1,268 | Firm change after gap | Ibd to RIA |