This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

LRI INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 23, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Exams

S65|S63

First exam

Aug 23, 1999

First registration

Apr 3, 2006

Dual registered

no

Other names

ERIK JON BJORVIK

IAPD individual key

2256987

• Occurred

  Apr 12, 2024
  Advisor changed firm

  Erik Bjorvik left M Holdings Securities, Inc. for Lri Investments (registered 2024-06-11)

  Form ADVobserved 4 days ago
• Occurred

  Apr 12, 2024
  Advisor changed firm

  Erik Bjorvik left M Financial Asset Management, Inc. for M Holdings Securities, Inc. (registered 2010-06-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8d6d1ad3-8711-7f8e-962d-cdce6ce97e2b

First observed

Apr 3, 2006

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.