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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 11/2017 | 08/2025 |
| Greenberg & Rapp Financial | East Hanover | NJ | 11/2017 | 06/2018 |
| Villanova University | Villanova | PA | 08/2012 | 08/2017 |
| Unemployed | Colts Neck | NJ | 09/2017 | 10/2017 |
| 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: 11/06/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment research and trading / financial planning analysis (2)Name of Business: Greenberg & Rapp Financial Group 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: 11/06/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Life insurance analysis, investment research analysis and financial planning analyst
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-11 |
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