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Current Employers
Lri Investments

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-04
PA RA APPROVED 2024-11-01
  • NJ RA
    APPROVED
    Since 2026-03-04
  • PA 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 12/2012 Present
Jkj Financial Services Newtown PA 12/2011 Present
Lri Investments, Llc Palm Beach Gardens FL 11/2024 Present
  • 12/2012 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 12/2011 → Present
    Jkj Financial Services
    Newtown, PA
  • 11/2024 → Present
    Lri Investments, Llc
    Palm Beach Gardens, FL
Other Businesses

1) JKJ Financial Services; 109 Pheasant Run, Newtown, PA 18940; 01/31/2011; Director of Investment & Retirement Services; Director of Financial and Retirement Services. Oversee the day-to-day operations associated with both departments; Investment Related; 160 hours/month; 160 hours/month during business hours; Wages/Salary. 2) JKJ M Equity Partners, LP.; investment-related; 109 Pheasant Run, Newtown, PA 18940; acquisition and ownership of securities; Limited Partner; 08/2022 start date; 0 hours/month; 0 hours/month during trading hours; passive investor. 3) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 08/2013 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 in RIA; Investment related; Manager/Member; Have full and complete authority to control business and make decisions pertaining to management of company; 12/03/2024; 160 hours per month; 160 hours per month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-01
  • S66 Uniform Combined State Law Examination
    2014-02-01

View on SEC IAPD

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