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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 2026-06-08
PA RA APPROVED 2026-05-29
  • NJ RA
    APPROVED
    Since 2026-06-08
  • PA RA
    APPROVED
    Since 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

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
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
  • 05/2016 → 06/2021
    Student
    Allentown, NJ
  • 05/2020 → 05/2022
    Prudential Financial
    Hamilton Square, NJ
  • 09/2021 → 05/2025
    Student
    Newark, NJ
  • 05/2022 → 08/2022
    Bgc Group
    Iselin, NJ
  • 05/2023 → 08/2023
    First Citizens Bank
    Morristown, NJ
  • 06/2024 → 01/2025
    Link Logistics
    Fort Washington, PA
  • 08/2025 → Present
    Jkj Financial Services
    Newtown, PA
  • 05/2026 → Present
    Lri Investments, Llc
    Palm Beach Gardens, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-16
  • S65 Uniform Investment Adviser Law Examination
    2026-05-16
Other Names
  • Andrew Albano

View on SEC IAPD

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