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3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-05 |
Branch Locations
109 Pheasant Run, Newtown, PA 18940 • United States
3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Wayne | PA | 08/2010 | 12/2017 |
| Princor Financial Services Corporation | Wayne | PA | 08/2010 | 12/2017 |
| Unemployed | Yardley | PA | 01/2018 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 04/2018 | 02/2019 |
| Bank Of America, N.A. | Yardley | PA | 05/2018 | 02/2019 |
| Sdm, Inc. Dba Jkj Financial Services | Newtown | PA | 02/2019 | Present |
| M Holdings Securities, Inc. | Portland | OR | 02/2019 | Present |
| Lri Investments, Llc | Palm Beach Gardens | FL | 11/2024 | Present |
1) SDM INC. DBA JKJ FINANCIAL SERVICES; 109 PHEASANT RUN, NEWTOWN, PA 18940; 01/31/2019; RETIREMENT BENEFIT CONSULTANT; SALES AND SERVICE OF QUALIFIED PLANS; INVESTMENT RELATED; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; WAGES/SALARY/TIPS. 2) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 02/01/2019 start date; 160 hours/month; 160 hours/month during securities trading hours; Duties: Retirement plan services, client meetings and education, servicing of existing clients and onboarding of new clients. 3) 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
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