Brian Connor Suprenant
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Lri Investments, LLCNov 2024 to now
- JKJ FinancialApr 2023 to now
- M Holdings Securities, Inc.Feb 2023 to now
- Rose Glen, LLCSep 2021 to Feb 2023
- Hornor Townsend & Kent LLCJul 2020 to Aug 2021
- Penn Mutual Life Insurance CompanyOct 2019 to Sep 2021
- State Farm InsuranceAug 2017 to Oct 2019
- UnemployedMay 2017 to Aug 2017
- La Salle UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lri Investments
Legal name: Lri Investments, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7272848
- 323556