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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
67 E. Park Place Suite 750, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2018 | 03/2019 |
| Manhattan College | Bronx | NY | 08/2014 | 05/2018 |
| Massmutual | Bridgewater | NJ | 06/2017 | 08/2017 |
| Mass Mutual Life Insurance Co | Warren | NJ | 03/2019 | 06/2021 |
| Mml Investors Services, Llc | Warren | NJ | 04/2019 | 06/2021 |
| M Holdings Securities | Morristown | NJ | 06/2021 | 08/2025 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2025 | Present |
(1)Name of Business: Eagle Rock Wealth Management Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)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 - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Non-Variable Insurance Sales (3)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 - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-06 |
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