Eric Allen Beadle

Current Employers

Employment History

• 09/2006 → 05/2019
  Ubs Financial Services Inc
  Ft. Myers, FL
• 06/2019 → 10/2019
  Unemployed
  Fort Myers, FL
• 10/2019 → 01/2020
  Solemate Shoe Repair
  Fort Myers, FL
• 01/2020 → Present
  Tri Point Wealth Solutions
  Bonita Springs, FL
• 01/2020 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2020 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 08/2021
  Securities America, Inc.
  Bonita Springs, FL
• 07/2020 → 08/2021
  Securities America Advisors, Inc.
  Bonita Springs, FL
• 08/2021 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 08/2021 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Previous Registrations

• 2020-07-17 → 2021-08-06
  Securities America Advisors, Inc.
  Bonita Springs, FL
• 2020-01-31 → 2020-07-17
  Investacorp Advisory Services Inc
  Bonita Springs, FL
• 2006-09-01 → 2019-06-18
  Ubs Financial Services Inc.
  Fort Myers, FL
  Weehawken, NJ
  Naples, FL
  Bonita Springs, FL
  Bonita Springs, FL
  Fort Myers, FL
• 2003-04-17 → 2006-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Myers, FL
  Fort Myers, FL
• 2001-07-18 → 2002-07-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Everett, WA

Other Businesses

(1) TRIPOINT WEALTH SOLUTIONS; POSITION: Administrative assistant NATURE: Advisory - SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/20/2020; ADDRESS: 2180 Immokalee Road, Suite 209, Naples, FL 34110 United States, DESCRIPTION: Assistant to Financial Advisor (2) Strada Wealth Management, PLLC; DBA; Investment related; 2180 Immokalee Road, Suite 209, Naples, FL 34110; Investments and taxes; Administrative Assistant; Start 8/2021; 40 hr/wk, 40 hr/wk during trading. (3) Mariners Cove Home Owners Assoc; 20800 Basin Dr, Estero, FL 33298; Not investment Related; Homeowners Assc.; Treasurer/Board Member; Start 4/1/2025; 0 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-21
• S63 Uniform Securities Agent State Law Examination
  1994-10-14

Other Names

• Eric Beadle
• Eric Allen Beadle