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3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-04 |
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-01 |
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