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Current Employers
Lri Investments

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-13
NJ RA APPROVED 2026-03-04
NY RA APPROVED 2026-03-03
PA RA APPROVED 2024-11-01
TX RA APPROVED 2024-11-01
  • FL RA
    APPROVED
    Since 2026-03-13
  • NJ RA
    APPROVED
    Since 2026-03-04
  • NY RA
    APPROVED
    Since 2026-03-03
  • PA RA
    APPROVED
    Since 2024-11-01
  • TX RA
    APPROVED
    Since 2024-11-01

Branch Locations

109 Pheasant Run, Newtown, PA 18940 • United States

3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • 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
M Holdings Securities, Inc. Portland OR 02/2013 Present
Jkj Financial Services Newtown PA 02/2013 Present
Lri Investments, Llc Palm Beach Gardens FL 11/2024 Present
  • 02/2013 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 02/2013 → Present
    Jkj Financial Services
    Newtown, PA
  • 11/2024 → Present
    Lri Investments, Llc
    Palm Beach Gardens, FL
Other Businesses

1) JKJ M EQUITY PARTNERS, LP; 109 PHEASANT RUN, NEWTOWN, PA 18940; 5/30/2014; LIMITED PARTNER; INVESTMENT RELATED; OWNERSHIP; PASSIVE INCOME; PROFITS; 0 HOURS/MOTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2) JKJ FINANCIAL SERVICES & JKJ RETIREMENT SERVICES; 109 PHEASANT RUN, NEWTOWN, PA 18940; 03/01/2013; VP & MANAGING DIRECTOR; CLIENT MANAGEMENT, PRODUCING BUSINESS; INVESTMENT RELATED; 200 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; EXPENSE REIMBURSEMENT, OWNERSHIP, PROFITS, COMMISSIONS, WAGES/SALARY/TIPS 3) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 03/2013 start date; 160 hours/month; 160 hours/month during securities trading hours; placement and management of securities related business. 4) LRI Investments, LLC; 3825 PGA Blvd, Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment related; Investment Advisory Representative; provide investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours. 5) JKJ LRII EQUITY PARTNERS LLC; 109 Pheasant Run, Newtown PA 18940; Entity to hold ownership interest in Independent RIA; Investment related; Member; Member with 20% voting rights to be used "as needed" anticipated very infrequent; 12/03/2024; 5 hours per month; 1 hour per month during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-13
  • S63 Uniform Securities Agent State Law Examination
    2001-02-13
Designations

View on SEC IAPD

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