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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2024-03-08 |
Branch Locations
17011 Beach Blvd Suite 900, Huntington Beach, CA 92647 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2002 | 04/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2020 | 02/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2020 | 04/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2024 | Present |
| Unemployed | Sunset Beach | CA | 04/2023 | 02/2024 |
(1) Smith Wealth Partners; Information/website; Investment Related; 17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647; Manager; Client facing business name and website offering clients more information about advisory practice as well as log-in portals for Wealthscape and Albridge; Start 2/13/2024; 10 hours/month, 10 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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