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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-04 |
Branch Locations
6456 Collamer Road, East Syracuse, NY 13057 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
193 Riverside Dr., Johnson City, NY 13790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2013 | 01/2022 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2013 | 01/2022 |
| Planning With Purpose Llc | Johnson City | NY | 07/2016 | 12/2022 |
| Lpl Financial Llc | Johnson City | NY | 01/2022 | 02/2025 |
| Visions Analysis Llc | Endicott | NY | 01/2022 | 02/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 03/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 03/2025 | Present |
(1) Legacy Wealth Advisors of NY; DBA; Investment Related; 6456 Collamer Road, East Syracuse NY 13057; Financial Planner/Registered Rep; Financial Planning, investment management, retirement planning; Start 3/3/2025; 200 hours/month, 120 hours/month during trading. (2) Insurance Sales; 193 Riverside Dr, Johnson City, NY 13790; Not investment related; Agent; Sales of Life & Long term card insurance and annuities; Start in 1986; 5 hours/month, 4 hours/month during trading. (3) Riverside Income Taxes LLC; non investment-related; 193 Riverside Dr., Johnson City, NY 13790; Tax Preparation & Consulting; Managing Member; Start 10/2021; 15 hours/month, 10 hours/month during trading. (4) Riverside JC LLC; Rental property ownership; Not investment related; 189 - 193 Riverside Drive, Johnson City, NY 13790; Managing Member; maintenance of property, working with tenants as needed; Start 12/2024; 3 hours/month, 1 hour/month during trading. (5) POA & Executor for Lynn Harrison (6) POA & Executor for Michael Harrison
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-17 |
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