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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | St. Petersburg | FL | 06/2014 | 11/2024 |
| Prudential Insurance Company Of America | St. Petersburg | FL | 06/2014 | Present |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1) 10/01/2024 - Vision Investors LLC - Build and sell affordable homes - Real Estate Rental - Inv Related - At St. Petersburg, FL - Start Date 09/25/2019 - 1hrs/mth - 1hrs/mth During Trading 2) 10/01/2024 - JC Ventures Real Estate LLC - Build and sell single family homes - Real Estate Rental - Inv Related - At St. Petersburg, FL - Start Date 02/17/2022 - 4hrs/mth - 1hrs/mth During Trading 3) 10/01/2024 - Blu Ventures LLC - Wife Operates P&C Agency - Also operate a Medicare Book - Property and Casualty - Inv Related - At St. Petersburg, FL - Start Date 01/10/2017 - 4hrs/mth - 1hrs/mth During Trading 4) 10/01/2024 - Blu Ventures Real Estate LLC - Owns rental property and build single family homes - Real Estate Rental - Inv Related - At St. Petersburg, FL - Start Date 11/12/2020 - 2hrs/mth - 0hrs/mth During Trading 5) 10/01/2024 - 101sMedia LLC - Sports debate podcast - Co-host - Business Owner - Non Inv Related - At St. Petersburg, FL - Start Date 09/21/2023 - 1hrs/mth - 0hrs/mth During Trading 6) 10/01/2024 - Roy James Financial - Business expenses & holding company - Business Entity for Tax/Investment Purposes Only - Non Inv Related - At St. Petersburg, FL - Start Date 02/12/2016 - 1hrs/mth - 1hrs/mth During Trading 7) 10/01/2024 - James Family Trust - Real Estate Rental - Inv Related - St. Petersburg, FL - Start Date 12/29/2023 - 1hr/mth - 1hr During Trading 8) 10/01/2024 - Roy James - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/15/2019 - 1 hour per month/ during trading 9) 05/26/2026 - BLU VENTURES MANAGEMENT LLC - Real Estate Rental - Saint Petersburg, FL - Investment Related - Start Date 05/14/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-22 |
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