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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
FL RA APPROVED 2025-08-13
NJ RA APPROVED 2025-08-11
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • FL RA
    APPROVED
    Since 2025-08-13
  • NJ RA
    APPROVED
    Since 2025-08-11

Branch Locations

470 Columbia Drive Suite 100E, West Palm Beach, FL 33409 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2018 → 11/2020
    Minnesota Twins
    Minneapolis, MN
  • 09/2014 → 05/2018
    Boston College
    Chestnut Hill, MA
  • 12/2018 → 08/2025
    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
  • 01/2019 → 08/2025
    Portland, OR
  • 08/2025 → Present
    Raymond James Financial Services, Inc.
    West Palm Beach, FL
  • 08/2025 → Present
    West Palm Beach, FL
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-02
  • S66 Uniform Combined State Law Examination
    2021-09-02

View on SEC IAPD

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