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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
67 E Park Pl Suite 750, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 01/2019 | 08/2025 |
| The University Of Maine | Orono | ME | 09/2014 | 05/2018 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 08/2025 | Present |
| Trump National Golf Club Bedminster | Bedminster | NJ | 05/2018 | 11/2018 |
(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: 01/19/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning - Investment Management (2)Name of Business: Greenberg and Rapp Financial Group, Inc. 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: 01/19/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Life and disability insurance planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-22 |
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