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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-26 |
Branch Locations
600 University Street Suite 2328, Seattle, WA 98101 • United States
Manson, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lyman Group | Seattle | WA | 07/2002 | Present |
| M Holdings Securities, Inc. | Manson | WA | 01/2006 | 12/2025 |
| Raymond James Financial Services, Inc. | Manson | WA | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Manson | WA | 06/2026 | Present |
(1)Name of Business: Eagle Rock Wealth Management Address: 600 University St Ste 232, Seattle , WA, 98101-4131, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/29/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent- Variable life insurance and annuity sales (2)Name of Business: Eagle Rock Wealth Management, LLC Address: 600 University St Ste 2328 , Seattle , WA, 98101-4131, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/29/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent Variable Life and Insurance annuity sales (3)Name of Business: Greenberg and Rapp Finacial Group, Inc Address: 600 University St Ste 2328, Seattle , WA, 91801-4131, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/29/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent- Life insurance and annuity sales (4)Name of Business: Lyman Insurance Services, Inc Address: 600 University St Ste 2328, Seattle , WA, 98101-4131, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 04/15/1985 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-11-04 |
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