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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| PA | RA | APPROVED | 2017-10-01 |
Branch Locations
2571 Baglyos Circle Unit B-27, Bethlehem, PA 18020 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Allentown | PA | 09/2002 | 10/2017 |
| Park Avenue Securities | Allentown | PA | 08/2002 | 10/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2017 | Present |
(1) Heritage Holdings of PA LLC; 2571 Baglyos Circle, Ste B27, Bethlehem, PA 18020; Not investment related; Principal; Fixed Insurance sales; Start 9/23/19; 10 hours/month during trading. (2) Comprehensive Wealth Strategies-DBA, investment related, Same address as branch, Insurance sales and Advisory Services, Financial Advisor, Start Date 1999, 80 hours per month, 80 hours per month during securities trading hours, Insurance sales and advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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