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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| FL | RA | APPROVED | 2025-08-13 |
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
470 Columbia Drive Suite 100E, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Twins | Minneapolis | MN | 06/2018 | 11/2020 |
| Boston College | Chestnut Hill | MA | 09/2014 | 05/2018 |
| Greenberg And Rapp Financial | East Hanover | NJ | 12/2018 | 08/2025 |
| Greenberg & Rapp | East Hanover | NJ | 12/2018 | 08/2025 |
| Eagle Rock Wealth Management Inc. | East Hanover | NJ | 12/2018 | 08/2025 |
| M Holdings Securities, Inc. | Portland | OR | 01/2019 | 08/2025 |
| Raymond James Financial Services, Inc. | West Palm Beach | FL | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | West Palm Beach | FL | 08/2025 | Present |
(1)Name of Business: Eagle Rock Wealth Management Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/20/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (2)Name of Business: greenberg and rapp Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/20/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: non-variable insurance sales (3)Name of Business: Greenberg and Rapp Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/20/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor (4)Name of Business: Jones Lowry Address: 470 Columbia Dr Ste 100E, West Palm Beach, FL, 33409-1997, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/20/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: finacial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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