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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 | 2026-06-08 |
| PA | RA | APPROVED | 2026-05-29 |
Branch Locations
109 Pheasant Run, Newtown, PA 18940 • United States
Millstone, NJ • 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 |
|---|---|---|---|---|
| Student | Allentown | NJ | 05/2016 | 06/2021 |
| Prudential Financial | Hamilton Square | NJ | 05/2020 | 05/2022 |
| Student | Newark | NJ | 09/2021 | 05/2025 |
| Bgc Group | Iselin | NJ | 05/2022 | 08/2022 |
| First Citizens Bank | Morristown | NJ | 05/2023 | 08/2023 |
| Link Logistics | Fort Washington | PA | 06/2024 | 01/2025 |
| Jkj Financial Services | Newtown | PA | 08/2025 | Present |
| Lri Investments, Llc | Palm Beach Gardens | FL | 05/2026 | Present |
1) JKJ Financial Services; investment-related; 109 Pheasant Run, Newtown, PA 18940; Investment Advisory Business; Investment Operations Associate; 08/2025 start date; 160 hours/month; 160 hours/month during securities trading hours; duties include providing investment advisory services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-16 |
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