Curtis Van Cloke

Current Employers

Employment History

• 04/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2006-05-18 → 2016-04-26
  Invest Financial Corporation
  Burlington, IA
  Burlington, IA
  Burlington, IA
  Burlington, IA

Other Businesses

(1) ACUITY FINANCIAL, INC/ DBA; INVESTMENT RELATED; 300 Jefferson St, BURLINGTON, IA 52601; START DATE 5/7/2014; PRESIDENT & OWNER; FIXED INSURANCE SALES & SERVICE; 80 HPM; 80 HPM DURING TRADING. (2) THRIVE INCOME DISTRIBUTION LLC; NON-INVESTMENT RELATED; ADDRESS: SAME AS BRANCH; RESEARCH /SOFTWARE/EDUCATIONAL TRAINING; PRESIDENT/CEO; START 01/15/1999; 80 PER MONTH, 80 HRS DURING TRADING; MANAGE ALL ACTIVITIES & PROVIDE EDUCATIONAL SERVICES; OFFICER/DIRECTOR :YES. (3) THE DRAKE,LLC.; NOT INVESTMENT RELATED; FRONT ST,BURLINGTON,IA.52601; RESTAURANT BUSINESS; SHAREHOLDER(SILENT)F)LIMITED PARTNER; ATTEND MEETINGS; CLIENT INVOLVED: YES; O INCOME. (4) GREEN TAX PROS,LLC; NOT INVESTMENT RELATED; ADDRESS: SAME AS BRANCH; OWNER; ACCOUNTING/TAX PRACTICE; START DATE: 1/11/2016; 0 HRS PER MONTH, 0 HRS DURING TRADING; OWNER WITH NO CURRENT INCOME BEING RECEIVED; OFFICER/DIRECTOR: YES. (5) CURTIS CLOKE.COM; INVESTMENT RELATED:NO; ADDRESS: SAME AS BRANCH; PROFESSIONAL SPEAKER SERVICES; TITLE/POSITION: SOLE PROPRIETER; START DATE 1/1999; 20 HRS PER MONTH; 20 HRS DURING TRADING; OFFICER/DIRECTOR: YES. (6) THE AMERICAN COLLEGE; INVESTMENT RELATED:NO; ADJUNCT INSTRUCTOR - COLLEGE OF FINANCIAL SERVICES; START DATE 3-1-2015; MEETING LOCATIONS THROUGHOUT THE US; LOCATED AT 630 ALLENDALE RD, SUITE 400, KING OF PRUSSIA, PA 19406; PROVIDE EDUCATIONAL REVIEW OF RICP CURRICULUM & PROCTOR FINAL EXAMS; OFFICER/DIRECTOR: NO. (7) SOUTHEASTERN COMMUNITY COLLEGE; NOT INVESTMENT RELATED; ADDRESS: 610 N 4TH ST, RIVER PARK PL, BURLINGTON, IA 52601; START DATE 8-1-2014; JUNIOR COLLEGE; INSTRUCTOR; START DATE: 8/1/2014; 2 HRS PER MONTH; 0 DURING TRADING HRS; INSTRUCTOR FOR ADULT EDUCATION; OFFICER/DIRECTOR: NO. (8) Funding Longevity Task Force - Retirement Planning Topics educational college - 1/2/18 - advisory board member - volunteer - 2 hours per month during trading hours. (9) RETIRE RIGHT, LLC; NON-INVESTMENT RELATED; 333 N INDIAN HILL BLVD, CLAREMONT, CA 91711; RETIREMENT PLANNING WEB BASED SOFTWARE APPLICATION; PARTNER; 2/1/19; 5 HRS PER MONTH; 5 DURING TRADING HRS; SILENT PARTNER. (10) JWC Wealth Management; DBA; 4301 Anchor Plaza Pkwy, #450, Tampa, FL 33634; Investment Related; Senior Advisor; Managing revenues and client relationships for the Burlington Iowa financial office of JWC Wealth; Start 11/15/2024; 150 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-17
• S63 Uniform Securities Agent State Law Examination
  1988-10-21