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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-21 |
Branch Locations
5525 S. 900 E. #145, Salt Lake City, UT 84117 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2016 | 12/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2016 | 12/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2021 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 01/2021 | Present |
1) DBA - CQ Financial; investment related; owner - start date 1/2/2012; 5525 S. 900 E. #145, Salt Lake City, UT, 84117; 2 hours per month, 0 during trading. 2) Fixed insurance; not investment related; agent/producer - start date 5/1/2002; 5525 S. 900 E. #145, Salt Lake City, UT, 84117; sales & service of fixed insurance products; 10 hours per month, 5 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-19 |
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