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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-19 |
Branch Locations
4 Campus Drive Suite 304, Parsippany, NJ 07054 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 08/2024 | 08/2025 |
| Crestmont Country Club | West Orange | NJ | 06/2024 | 08/2024 |
| Unemployed | Berkeley Heights | NJ | 01/2024 | 06/2024 |
| Cgi | New Brunswick | NJ | 06/2022 | 12/2023 |
| Marist College | Poughkeepsie | NY | 08/2018 | 05/2022 |
| Prominent Properties Sotheby's International Realty | Short Hills | NJ | 06/2021 | 08/2021 |
| Goldberg Realty Associates | West Caldwell | NJ | 06/2019 | 08/2019 |
| Echo Lake Country Club | Westfield | NJ | 06/2014 | 08/2018 |
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2025 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 08/2025 | 02/2026 |
| Focus Partners Wealth, Llc | Clayton | MO | 04/2026 | Present |
(1)Name of Business: Greenberg and Rapp 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: 08/25/2024 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
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