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3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
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