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Laimutis Bruno Prascus

CRD# 727830·Registered 1981 - 2018
Previously Registered: Being a previously registered professional could mean that Laimutis is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Laimutis Bruno Prascus, who also goes by Laimutis Prasciunas, Laimutis B Prascus, Larry Prascus, was a registered financial advisor. Laimutis was a previously registered financial professional and started their career in finance 1981 - 2018. Laimutis had worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Laimutis Prasciunas, Laimutis B Prascus, Larry Prascus

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

45 years in the financial services industry

Current & Past Employments

SECURE INVESTMENT MANAGEMENT, LLC·CRD# 141195
RIA
Arnold, MD
April 25, 2018 - August 10, 2018
IWG INVESTMENT ADVISORS LLC·CRD# 288942
RIA
Severna Park, MD
January 30, 2018 - February 13, 2018
MONTICELLO INVESTMENT SERVICES, INC.·CRD# 140851
RIA
Severna Park, MD
March 2, 2016 - August 10, 2016
SUPREME ALLIANCE LLC·CRD# 45348
BD
Charlotte, NC
August 17, 2015 - January 4, 2016
MONTICELLO INVESTMENT SERVICES, INC.·CRD# 140851
RIA
Neosho, MO
October 14, 2009 - June 12, 2015
MIDAMERICA FINANCIAL SERVICES, INC.·CRD# 47351
BD
Severna, MD
July 21, 2009 - June 10, 2015
PLANMEMBER SECURITIES CORPORATION·CRD# 11869
RIA
Glen Burnie, MD
March 5, 2008 - July 6, 2009
PLANMEMBER SECURITIES CORPORATION·CRD# 11869
BD
Glen Burnie, MD
January 8, 2008 - July 6, 2009
WELLSTONE SECURITIES, LLC·CRD# 121559
BD
Glen Burnie, MD
November 22, 2005 - December 31, 2007
SUMMIT BROKERAGE SERVICES, INC.·CRD# 34643
BD
Glen Burnie, MD
May 13, 2003 - November 1, 2005
CHESAPEAKE SECURITIES RESEARCH CORPORATION·CRD# 14161
BD
Severna Park, MD
August 23, 2000 - July 21, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
January 4, 1999 - June 19, 2000
ROBERT THOMAS SECURITIES, INC·CRD# 10147
BD
St. Petersburg, FL
July 2, 1996 - January 4, 1999
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
January 18, 1996 - June 12, 1996
FIRST FIDELITY BROKERS, INC.·CRD# 15225
BD
Newark, NJ
November 29, 1994 - February 27, 1996
BALTIMORE BANCORP INVESTMENT SERVICES, INC.·CRD# 17514
BD
October 18, 1993 - December 14, 1994
ESSEX NATIONAL SECURITIES, LLC·CRD# 25454
BD
Napa, CA
March 30, 1992 - October 22, 1993
CHESAPEAKE SECURITIES RESEARCH CORPORATION·CRD# 14161
BD
Severna Park, MD
April 18, 1991 - February 19, 1992
FERRIS, BAKER WATTS, LLC·CRD# 285
BD
Baltimore, MD
January 29, 1990 - February 27, 1991
WINSLOW INVESTMENT COMPANY·CRD# 10158
BD
August 7, 1989 - February 2, 1990
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
July 24, 1989 - August 12, 1989
WINSLOW INVESTMENT COMPANY·CRD# 10158
BD
November 27, 1987 - February 2, 1990
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
March 3, 1986 - November 17, 1986
CARDELL & ASSOCIATES, INCORPORATED·CRD# 7700
BD
December 9, 1985 - March 17, 1986
THE STUART-JAMES COMPANY, INCORPORATED·CRD# 11691
BD
August 13, 1985 - November 19, 1985
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
June 26, 1984 - February 12, 1985
ATLANTIC SECURITIES, INC.·CRD# 1128
BD
February 9, 1984 - June 4, 1984
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
July 25, 1983 - February 22, 1984
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
February 5, 1982 - August 1, 1983
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
September 2, 1981 - February 12, 1982
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
April 17, 1981 - July 22, 1981

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Current Firm

SI
SECURE INVESTMENT MANAGEMENT, LLC

JLB FINANCIAL | WEALTHPRO GROUP | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | SECURE HORIZON FINANCIAL PLANNING | MOVE FORWARD CAPITAL | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL | JOSHUA D. MELLBERG, SOLE PROPRIETOR

CRD#: 141195 / SEC#: 801-80752
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
Arizona
Registered Investment Advisory firm - Arizona (1/8/2015 Terminated)
California
Registered Investment Advisory firm - California (2/7/2015 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/15/2015 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/26/2015 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (2/8/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/8/2015 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (1/8/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3067 W. Ina Road #125, Tucson, AZ 85741

Phone Number

(520) 333-4719

# of Employees

31

SEC notice filing (22 States and Territories)

Registered to provide investment advisory services in 22 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

942

AUM (Assets Under Management)

$42,909,330

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SECURE INVESTMENT MANAGEMENT, LLC

JLB FINANCIAL | WEALTHPRO GROUP | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | SECURE HORIZON FINANCIAL PLANNING | MOVE FORWARD CAPITAL | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL | JOSHUA D. MELLBERG, SOLE PROPRIETOR

CRD#: 141195 / SEC#: 801-80752
RIA
Registered Investment Advisory firm - SEC (1/8/2015 Approved)
Arizona
Registered Investment Advisory firm - Arizona (1/8/2015 Terminated)
California
Registered Investment Advisory firm - California (2/7/2015 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/15/2015 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/26/2015 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (2/8/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/8/2015 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (1/8/2015 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1989About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1981About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1981About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Nov 1996About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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