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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-20 |
Branch Locations
1055 East Ocean Blvd., Stuart, FL 34996 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2014 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2014 | Present |
1) DBA - Craig Jeffries Wealth Management Group - 11/11/2014 - 1055 E Ocean Blvd, Stuart, FL 34996 2) Trustee - Serinsky Trust (Family) 3) Co-Trustee - Sandra Serinsky Trust 4) Bull and Bear Properties, LLC; non-investment related; 1055 SE Ocean Blvd., Stuart, FL 34996; Established for business and tax purposes and upkeep of building; Manager; Start date: 4/26/2021; 4 hours per month, 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-29 |
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