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Laimutis B. Prascus

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CRD#: 727830
LP

Professional summary


Being a previously registered professional could mean that this person 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.

Laimutis Bruno Prascus, who also goes by Laimutis Prasciunas, Laimutis B Prascus, Larry Prascus, was a registered financial professional .

Laimutis is a previously registered financial professional and started their career in finance in 1981. Laimutis had worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Laimutis Prasciunas | Laimutis B Prascus | Larry Prascus

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 25, 2018 - August 10, 2018

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Arnold, MD
Past

January 30, 2018 - February 13, 2018

IWG INVESTMENT ADVISORS LLC

RIA
CRD#: 288942
Severna Park, MD
Past

March 2, 2016 - August 10, 2016

MONTICELLO INVESTMENT SERVICES, INC.

RIA
CRD#: 140851
Severna Park, MD
Past

August 17, 2015 - January 4, 2016

SUPREME ALLIANCE LLC

BD
CRD#: 45348
CHARLOTTE, NC
Past

October 14, 2009 - June 12, 2015

MONTICELLO INVESTMENT SERVICES, INC.

RIA
CRD#: 140851
NEOSHO, MO
Past

July 21, 2009 - June 10, 2015

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
SEVERNA, MD
Past

March 5, 2008 - July 6, 2009

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
GLEN BURNIE, MD
Past

January 8, 2008 - July 6, 2009

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
GLEN BURNIE, MD
Past

November 22, 2005 - December 31, 2007

WELLSTONE SECURITIES, LLC

BD
CRD#: 121559
GLEN BURNIE, MD
Past

May 13, 2003 - November 1, 2005

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
GLEN BURNIE, MD
Past

August 23, 2000 - July 21, 2003

CHESAPEAKE SECURITIES RESEARCH CORPORATION

BD
CRD#: 14161
SEVERNA PARK, MD
Past

January 4, 1999 - June 19, 2000

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 2, 1996 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

January 18, 1996 - June 12, 1996

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

November 29, 1994 - February 27, 1996

FIRST FIDELITY BROKERS, INC.

BD
CRD#: 15225
NEWARK, NJ
Past

October 18, 1993 - December 14, 1994

BALTIMORE BANCORP INVESTMENT SERVICES, INC.

BD
CRD#: 17514
Past

March 30, 1992 - October 22, 1993

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

April 18, 1991 - February 19, 1992

CHESAPEAKE SECURITIES RESEARCH CORPORATION

BD
CRD#: 14161
SEVERNA PARK, MD
Past

January 29, 1990 - February 27, 1991

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

August 7, 1989 - February 2, 1990

WINSLOW INVESTMENT COMPANY

BD
CRD#: 10158
Past

July 24, 1989 - August 12, 1989

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

November 27, 1987 - February 2, 1990

WINSLOW INVESTMENT COMPANY

BD
CRD#: 10158
Past

March 3, 1986 - November 17, 1986

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

December 9, 1985 - March 17, 1986

CARDELL & ASSOCIATES, INCORPORATED

BD
CRD#: 7700
Past

August 13, 1985 - November 19, 1985

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

June 26, 1984 - February 12, 1985

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
Past

February 9, 1984 - June 4, 1984

ATLANTIC SECURITIES, INC.

BD
CRD#: 1128
Past

July 25, 1983 - February 22, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

February 5, 1982 - August 1, 1983

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

September 2, 1981 - February 12, 1982

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Past

April 17, 1981 - July 22, 1981

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
JOSHUA D. MELLBERG, SOLE PROPRIETOR | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL

CRD#: 141195 / SEC#: 801-80752

RIA
Registered Investment Advisory firm - (1/8/2015 Approved)
Arizona
Registered Investment Advisory firm - (1/8/2015 Terminated)
California
Registered Investment Advisory firm - (2/7/2015 Terminated)
Florida
Registered Investment Advisory firm - (9/15/2015 Terminated)
Nevada
Registered Investment Advisory firm - (2/26/2015 Terminated)
Tennessee
Registered Investment Advisory firm - (2/8/2015 Terminated)
Texas
Registered Investment Advisory firm - (1/8/2015 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/8/2015 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/1/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/1996
General Securities Principal Examination

Current Firm


SI
SECURE INVESTMENT MANAGEMENT, LLC
JOSHUA D. MELLBERG, SOLE PROPRIETOR | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL

CRD#: 141195 / SEC#: 801-80752

RIA
Registered Investment Advisory firm - (1/8/2015 Approved)
Arizona
Registered Investment Advisory firm - (1/8/2015 Terminated)
California
Registered Investment Advisory firm - (2/7/2015 Terminated)
Florida
Registered Investment Advisory firm - (9/15/2015 Terminated)
Nevada
Registered Investment Advisory firm - (2/26/2015 Terminated)
Tennessee
Registered Investment Advisory firm - (2/8/2015 Terminated)
Texas
Registered Investment Advisory firm - (1/8/2015 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/8/2015 Terminated)
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Contact information


Main Address
3067 W. Ina Road #125, Tucson, AZ 85741
Mailing Address
Phone number
(520) 333-4719
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts825
AUM (Assets Under Management)$ 38,291,887

Red Flags


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.

Company Information


SECURE INVESTMENT MANAGEMENT, LLC

CRD#: 141195

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