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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-05-14 |
Branch Locations
10 Office Park Way Ste 300, Pittsford, NY 14534 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2011 | 07/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2011 | 07/2021 |
| American Portfolios Financial Services, Inc. | Pittsford | NY | 07/2021 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2026 | Present |
(1) Waterstone Financial Services; DBA; Financial Services/Investments; 10 Office Park Way, Ste 300, Pittsford, NY 14534; Investment Related; Financial Advisor - Owner; Start 5/2026; 170 hours/month, 170 hours/month during trading. (2) Insurance Sales; Life, Fixed Annuity & LTC Ins, Sales; Not investment related; 10 Office Park Way, Ste 300, Pittsford, NY 14534; Agent; Need analysis, research options, discuss with agency and client, take application, monitor status and deliver policy; Start 5/2024; 2 hours/month, 2 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-11 |
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