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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-13 |
Branch Locations
470 Columbia Dr Suite 100E, West Palm Beach, FL 33409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 09/2010 | 08/2025 |
| R. Marshall Jones, Inc. Dba Jones Lowry | West Palm Beach | FL | 09/2010 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | West Palm Beach | FL | 08/2025 | Present |
| Raymond James Financial Services, Inc. | West Palm Beach | FL | 08/2025 | Present |
(1)Name of Business: Greenberg & Rapp Financial Group Inc DBA Jones Lowry Address: 470 Columbia Dr, Suite 100E, West Palm Beach, FL, 33409, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/11/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Variable and Non-Variable Life Insurance case design and inforce policy support. (2)Name of Business: Jones Lowry LLC Address: 470 Columbia Dr, Suite 100E, West Palm Beach, FL, 33409, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/11/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Variable and Non-Variable Life insurance case design and inforce policy support. (3)Name of Business: Phylax Legacy Advisors (this is a DBA for Jones Lowry,LLC) Address: Remote Location, Saint Petersburg, FL, 33716, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 12/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Director of Case Design, Florida Office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-22 |
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