CJ
Carl James Peterson
CRD 1773452
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Lri Investments, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lri Investments, Llc
Managing Member · 25% – 50% · Dec 2024
-
M Financial Investment Advisers Inc
Director · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗