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Inactive

James Blake Morris

The Lloyd Advisory Group

Suwanee, GA

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Current Employers
The Lloyd Advisory Group

3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-01-09
TX RA APPROVED 2023-01-09
GA RA APPROVED 2009-07-07
  • LA RA
    APPROVED
    Since 2023-01-09
  • TX RA
    APPROVED
    Since 2023-01-09
  • GA RA
    APPROVED
    Since 2009-07-07

Branch Locations

3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jb Financial Advisors, Inc. Suwanee GA 03/2008 12/2019
Lloyd Advisory Services, Llc Suwanee GA 06/2009 Present
  • 03/2008 → 12/2019
    Jb Financial Advisors, Inc.
    Suwanee, GA
  • 06/2009 → Present
    Lloyd Advisory Services, Llc
    Suwanee, GA
Previous Registrations
  • 2009-05-07 → 2009-06-15
    Envision Investment Advisors, Llc
    Suwanee, GA
    Omaha, NE
  • 2008-02-19 → 2008-12-31
    Envision Investment Advisors, Llc
    Suwanee, GA
    Omaha, NE
Other Businesses

THE LLOYD GROUP, INC. - INSURANCE AGENCY - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - INSURANCE AGENT - SALE OF INSURANCE PRODUCTS - START DATE: 10/2006 - 85 HOURS/MONTH, 65 DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-19
  • S65 Uniform Investment Adviser Law Examination
    2007-12-19
Designations
Other Names
  • Blake Morris

View on SEC IAPD

Other Firms

PREMIER FINANCIAL ADVISORY SERVICES, LLC
MERSEREAU, LAZENBY & ROCKAS, L.L.C.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC

Other Investors

MARK ALAN LLOYD
Shaun Paul Duffy
ANDREW BURTON JONES
Mark Alan Lloyd
Andrew Jacob Lloyd
RICHARD SAMUEL BRYSON
STEVEN OSCAR WYKOFF
Laura Elizabeth Rockas

Other Offices

PREMIER FINANCIAL ADVISORY SERVICES, LLC · SUWANEE, GA
MERSEREAU, LAZENBY & ROCKAS, L.L.C. · SUWANEE, GA
MERSEREAU, LAZENBY & ROCKAS, L.L.C. · SUWANEE, GA
AMERIPRISE FINANCIAL SERVICES, LLC · SUWANEE, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Suwanee, GA
OSAIC WEALTH, INC. · SUWANEE, GA
LPL FINANCIAL LLC · SUWANEE, GA
CETERA INVESTMENT ADVISERS LLC · SUWANEE, GA

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