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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-15 |
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
67 E. Park Place Suite 750, Morristown, NJ 07960 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maltin Wealth Management | Paramus | NJ | 08/2016 | 12/2019 |
| M Holdings Securities, Inc. | Portland | OR | 09/2022 | 08/2025 |
| Unemployed | Palisades Park | NJ | 12/2019 | 04/2021 |
| Pga Tour Superstore | Paramus | NJ | 05/2021 | 11/2021 |
| 2Nd Swing | Scottsdale | AZ | 12/2021 | 03/2022 |
| Desert Mountain Country Club | Scottsdale | AZ | 12/2021 | 03/2022 |
| Alpine Country Club | Demarest | NJ | 04/2022 | 09/2022 |
| Greenberg & Rapp | Morristown | NJ | 09/2022 | 08/2025 |
| Eagle Rock Wealth Mgmt Dba Eagle Rock, A Greenberg & Rapp Co. | Morristown | NJ | 08/2025 | Present |
| Raymond James Financial Services, Inc. | Morristown | NJ | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Morristown | NJ | 08/2025 | Present |
(1) Name of Business: Eagle Rock Wealth Management 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: 09/13/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: Greenberg & 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: 09/12/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor 3. Eagle Rock Wealth Management Inc. dba Eagle Rock, A Greenberg & Rapp Company Non-Investment Related Morristown, New Jersey DBA/Support Company Advisor Started: 08/11/2025 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
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