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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-05 |
| NY | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Uniondale | NY | 10/2015 | 05/2022 |
| Chernoff Diamond | Uniondale | NY | 10/2015 | 04/2022 |
| Citigroup Global Markets Inc. | New York | NY | 05/2022 | 03/2024 |
| M Holdings Securities, Inc. | Plainview | NY | 01/2025 | 08/2025 |
| Unemployed | Plainview | NY | 04/2024 | 12/2024 |
| Raymond James Financial Service, Inc. | Morristown | NJ | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 12/2025 | Present |
| Cain Realty Management Corp. | Plainview | NY | 09/2025 | 12/2025 |
(1)Name of Business: Cain Realty Management Corp. Address: 65 Roundtree Dr, Plainview, NY, 11803, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 09/02/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Help manage industrial commercial real estate properties that are owned by my family. (2)Name of Business: Eagle Rock Wealth Management Inc. Address: 65 Roundtree Drive, Plainview, NY, 11803, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/16/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advise clients and prospects on wealth management, financial planning and insurance related solutions. (3)Name of Business: Greenberg & Rapp Financial Group, Inc. Address: 65 Roundtree Dr, Plainview, NY, 11803, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/16/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advise clients on wealth management, financial planning and insurance solutions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-15 |
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