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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-02-06
  • MA RA
    APPROVED
    Since 2018-02-06

Branch Locations

89 Rhinecliff Street, Arlington, MA 02476 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vsr Financial Services Inc Overland Park KS 05/2005 09/2016
Vsr Advisory Services Overland Park KS 08/2007 09/2016
Gray-Lewis Advisory Group, Llc Arlington MA 05/2005 09/2016
Summit Brokerage Services, Inc. Arlington MA 09/2016 01/2018
Summit Financial Group Inc Boca Raton FL 09/2016 01/2018
Pangaea Capital Strategies Llc Arlington MA 09/2016 Present
J.W. Cole Financial, Inc. Tampa FL 01/2018 Present
J.W. Cole Advisors, Inc. Tampa FL 01/2018 Present
  • 05/2005 → 09/2016
    Vsr Financial Services Inc
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 05/2005 → 09/2016
    Gray-Lewis Advisory Group, Llc
    Arlington, MA
  • 09/2016 → 01/2018
    Summit Brokerage Services, Inc.
    Arlington, MA
  • 09/2016 → 01/2018
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2016 → Present
    Pangaea Capital Strategies Llc
    Arlington, MA
  • 01/2018 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 01/2018 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2016-09-01 → 2018-02-02
    Summit Financial Group Inc
    Arlington, MA
  • 2005-05-04 → 2016-09-01
    Vsr Financial Services, Inc.
    Arlington, MA
    Lawrence, KS
    Overland Park, KS
    Overland Park, KS
    Arlington, MA
  • 2003-11-05 → 2005-12-09
    Wealth Control Advisors, Llc
    Newton, MA
Other Businesses

(1) FIXED INSURANCE; INVESTMENT RELATED; 89 RHINECLIFF ST ARLINGTON, MA 02476; INSURANCE PLANNING; FMO; SERVICE EXISTING TERM LIFE INSURANCE POLICIES, FIXED TRADITIONAL AND HEALTH/DISABILITY INSURANCE; SERVICE EXISTING LONG-TERM CARE INSURANCE POLICIES. (2) PANGAEA CAPITAL STRATEGIES, LLC; INVESTMENT RELATED; 89 RHINECLIFF ST ARLINGTON, MA 02476; NAME OF DBA; 40 HOURS/WEEK ALL DURING TRADING; DBA TITLE. (3) Wightman Tennis Center; Tennis Club; Not investment related; 100 Brown St, Weston, MA 02493; Fitness committee Chairman; Start 9/24/24; 2 hours/month, 0 hour/month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-10
  • S63 Uniform Securities Agent State Law Examination
    1998-03-10
Designations
Other Names
  • John Greenough Lewis
  • John Lewis
  • John Greenough Lewis

View on SEC IAPD

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