Patrick Short Maguire

Current Employers

Employment History

• 05/2005 → 08/2025
  M Holdings Securities, Inc.
  Portland, OR
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Morristwon, NJ
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Morristwon, NJ

Previous Registrations

• 2023-04-10 → 2025-08-11
  M Holdings Securities, Inc.
  Morristown, NJ

Other Businesses

(1)Name of Business: AtiDot Software Ltd Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provides business consulting (2)Name of Business: Eagle Rock Wealth Management Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner and sale of advisory products (3)Name of Business: Greenberg and Rapp Financial Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/01/2002 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner (4)Name of Business: Greenberg and Rapp Financial Group Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/01/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sale of Insurance Products and Investment Advisory services (5)Name of Business: Greenberg and Rapp Financial Group Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/01/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the managing partner of this company which is DBA under which we do our insurance business (6)Name of Business: Leigh Partners Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family LLC for real estate and rental properties (7)Name of Business: Stone Creek Holdings, LLC Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Business Owner Position/Title: Officer - Vice President Investment Related: Yes Start Date: 09/28/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property and casualty business (8)Name of Business: The Lyman Group, LLC Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-10
• S63 Uniform Securities Agent State Law Examination
  2018-06-26

Other Names

• Patrick S Maguire