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200 9Th Avenue North Suite 100, Safety Harbor, FL 34695 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-07 |
Branch Locations
200 9Th Avenue North Suite 100, Safety Harbor, FL 34695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors Inc | Radnor | PA | 01/2011 | 05/2021 |
| Rogan & Associates, Inc. | Safety Harbor | FL | 05/2021 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2025 | Present |
(1) Rogan & Associates, RIA; Investment Related; 200 9th Ave N, Ste 100, Safety Harbor, FL 34695; Advisory Business; Financial Planner; Start 5/1/2021; 30 hours/month, 30 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-30 |
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