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Evan Thomas Altuzarra

Lri Investments

Tucson, AZ

Palm Beach Gardens, FL

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Current Employers
Lri Investments

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-15
  • AZ RA
    APPROVED
    Since 2026-05-15

Branch Locations

Tucson, AZ • 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
Ripley Doom & Co. Boise ID 09/2024 12/2024
Portland State University School Of Business Portland OR 10/2022 12/2023
M Financial Group Portland OR 06/2023 08/2023
Self-Employed Salt Lake City UT 01/2018 06/2023
Jkj Financial Services Newtown PA 12/2024 Present
Lri Investments, Llc Palm Beach Gardens FL 02/2025 Present
University Of Utah Salt Lake City UT 09/2015 12/2018
Unemployed Boise ID 01/2024 08/2024
  • 09/2024 → 12/2024
    Ripley Doom & Co.
    Boise, ID
  • 10/2022 → 12/2023
    Portland State University School Of Business
    Portland, OR
  • 06/2023 → 08/2023
    M Financial Group
    Portland, OR
  • 01/2018 → 06/2023
    Self-Employed
    Salt Lake City, UT
  • 12/2024 → Present
    Jkj Financial Services
    Newtown, PA
  • 02/2025 → Present
    Lri Investments, Llc
    Palm Beach Gardens, FL
  • 09/2015 → 12/2018
    University Of Utah
    Salt Lake City, UT
  • 01/2024 → 08/2024
    Unemployed
    Boise, ID
Other Businesses

1) JKJ Financial Services; Investment Related; 109 Pheasant Run, Newtown, PA 18940; Investment Advisory Business; Investment Management Associate; Start Date: 12/2024; 160 hours/month; 160 hours/month during business hours; Wages/Salary; Duties: Coordinate and finalize quarterly investment performance reports for clients, prepare client account trade recommendations, conduct investment research and analysis, execute client trades, provide client service support, create investment proposals for prospective clients, support investment operations team in various projects.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31

View on SEC IAPD

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