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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2022 | 05/2024 |
| Stifel Nicolaus | New York | NY | 06/2021 | 07/2021 |
| Millbrook School | Millbrook | NY | 06/2014 | 06/2018 |
| Raquette Lake Boys Camp | Raquette Lake | NY | 06/2018 | 08/2018 |
| Tulane University | New Orleans | LA | 08/2018 | 12/2019 |
| George Washington University | Washington | DC | 01/2020 | 05/2022 |
| J.P. Morgan Securities Llc | New York | NY | 06/2024 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2024 | 03/2026 |
| Raymond James Financial Services Inc. | Morristown | NJ | 03/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Morristown | NJ | 03/2026 | Present |
(1) Name of Business: Eagle Rock, A Greenberg & Rapp Co Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/16/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My role will be as an Investment Planner. I will be responsible for running financial plans as well as managing portfolio reallocations for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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