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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 | 2025-08-26 |
| PA | RA | APPROVED | 2019-04-17 |
Branch Locations
1967 Lincoln Way, White Oak, PA 15131 • 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 |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 06/2013 | 04/2019 |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2013 | 04/2019 |
| Synergy Financial | White Oak | PA | 07/2013 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
(1) Synergy Group, Inc.; DBA; Investment Related; 1967 Lincoln Way, White Oak, PA 15131; Owner/President; Run day to day operations/HR for Synergy Group; Start 7/2013; 40 hours/month during trading. (2) pghretirementcourses.com- OBA and DBA/ Non-investment Related/ Course Presenter and Website Admin/ Since Feb 2023/ 0 trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
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