Debbi Kim Wertheim

Current Employers

Employment History

• 04/2004 → 04/2021
  Greenberg & Rapp Financial Group, Inc.
  East Hanover, NJ
• 12/2004 → 04/2021
  M Holdings Securities
  Portland, OR
• 05/2021 → 08/2021
  Capital Legal Group
  Miami, FL
• 09/2021 → 08/2025
  M Holdings Securities
  Portland, OR
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Morristown, NJ
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Morristown, NJ

Previous Registrations

• 2021-09-02 → 2025-08-11
  M Holdings Securities, Inc.
  Morristown, NJ
  Portland, OR
• 2011-10-05 → 2021-05-21
  M Holdings Securities, Inc.
  Morristown, NJ
  Portland, OR
  Portland, OR

Other Businesses

(1)Name of Business: Eagle Rock Wealth Management Address: 67 E Park Pl, Ste 750, Morristown, NJ, 07960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/16/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Greenberg and Rapp Address: 67 E Park Pl, Ste 750, Morristown, NJ, 07960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/26/2004 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-08
• S63 Uniform Securities Agent State Law Examination
  2004-11-29

Other Names

• Debbi Kim Bloch
• Debbi Kim Wertheim