Timothy Patrick Malarkey

Current Employers

Employment History

• 01/2001 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 10/2011 → Present
  Jkj Financial Services
  Newtown, PA
• 11/2024 → Present
  Lri Investments, Llc
  Palm Beach Gardens, FL

Other Businesses

1) SDM Inc., dba JKJ Financial Services and JKJ Retirement Services; 109 Pheasant Run, Newtown, PA 18940; 09/19/1994; President/Managing Partner; Running an M Firm, Client Management, Producing Business; Investment Related; 300 h/m; 300 h/m during trading hours; Managing firm and advising clients. 2) M Holdings Securities, Inc; investment-related; 1125 NW Couch St. Portland OR 97209; Broker/Dealer services; Registered Representative; 02/2001 start date; 300 h/m; 300 h/m during securities trading hours; placement and management of securities related business. 3) Rocchino Family Foundation; 598 Skippack Pike, Blue Bell, PA 19422; 03/2016; Member, Board of Directors; Help decide scholarship winners; Investment Related; 5 h/m; 4 h/m during trading hours. 4) JKJ M Equity Partners, LP; 109 Pheasant Run, Newtown, PA 18940; 5/30/2014; General Partner; Holdings vehicle; Investment related; . 5) Hall Trust; 07/2009; Trustee; Processing annual gifts to trusts for term insurance payments; Not Investment Related; 1 h/m; 1 h/m during trading hours. 6) Burgstahler trust; 07/2009; Trustee; Processing annual gifts to trusts for term insurance payments; Not Investment Related; 1 h/m; 1 h/m during trading hours. 7) Kalten trust; 07/2009; Trustee; Processing annual gifts to trusts for term insurance payments; Not Investment Related; 1 h/m; 1 h/m during trading hours. 8) McCann trust; 07/2009; Trustee; Processing annual gifts to trusts for term insurance payments; Not Investment Related; 1 h/m; 1 h/m during trading hours. 9) LRI Investments, LLC; 3825 PGA Blvd., Suite 303, Palm Beach Gardens FL 33410; Registered Investment Advisor; Investment Related; Investment Advisory Representative; Providing investment advisory services to clients; 11/01/2024; 160 hours per month; 160 hours per month during trading hours. 10) JKJ LRII Equity Partners LLC; 109 Pheasant Run, Newtown PA 18940; Ownership stake in RIA; Investment Related; Managing Member; Decision making for people, processes, budgets, expenses, etc., for the RIA; 12/02/2024; 5 h/m; 2 h/m during trading hours. 11) Teach Plus - PA; One Beacon Street, Boston, MA, 02108; not investment-related; Education; Board Member; 08/01/2025 start date; 20 hours/month; 10 hours/month during trading hours; duties include assisting the Executive Director and her team with strategic and tactical guidance as they work to advocate for prudent education public policy and helping with fundraising. 12) Malarkey Trusts; 12/2025; Trustee; Decision making for trust assets; Investment Related; 8 h/m; 8 h/m during trading hours. 13) Beans Trust; Investment-Related; 122 E. Thomas Street Coopersburg PA 18036; Trust; Trustee; 02/2026; 15 hours/month total; 10 hours/month during trading hours; Decision-making consistent with trustee / fiduciary duties; compensated by hourly fee.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-07-07

Designations