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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-29 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
10 Office Park Way Suite 300, Pittsford, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2011 | 09/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | 09/2019 |
| J. W. Cole Financial, Inc. | Tampa | FL | 09/2019 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 09/2019 | Present |
(1) Jeffery & Jeffery Family Legacy Planning Inc; Investment Related; 18 Highledge Dr., Penfield, NY 14526; Investment and Insurance services; Owner; Start 9/15/2025; 160 Hours/Month During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-11 |
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