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1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
| VA | RA | APPROVED | 2026-06-15 |
Branch Locations
1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606 • United States
11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Vienna | VA | 03/2021 | 04/2022 |
| Resourceful Business Advisors Llc | Reston | VA | 05/2014 | Present |
| Strategic Media Services, Inc. | Arlington | VA | 03/2016 | 07/2017 |
| Centurion Wealth Management, Llc | Mclean | VA | 11/2022 | 10/2024 |
| Craft Asset Management | Reston | VA | 06/2026 | Present |
SREI FUND, LLC - Secured Real Estate Income Fund, LLC - 777 Brickell Drive, Suite 500, Miami, FL 33131 - Investment Related - 506(c) Debt Fund - Fund Manager & Sponsor - Single Man LLC, no commissions - Launch Date: 4/17/2026. The SREI Fund is designed for accredited investors seeking fixed-income, real estate-backed investments with capital preservation and predictable cash flow. It is not suitable for retail or non-accredited investors. Start-Up: 30 hours per month; 8 hours per month during trading hours. Duties include: Overall Fund oversight. RESOURCEFUL BUSINESS ADVISORS LLC - 11710 Plaza America Drive, Ste 2000, Reston, VA 20190 - Not Investment Related - Accounting/Tax Prep/Advisory/CPA - CPA Firm in Virginia. Owner / Shareholder / CEO - No Commissions - Start Date: 5/1/2014: 152 hours per month; 152 hours per month during trading hours. Duties include: Managing staff, preparing and reviewing accounting work, tax returns, and client advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
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