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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2013-05-28 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
674 S. College Avenue, Bloomington, IN 47403 • United States
674 S. College Avenue, Bloomington, IN 47403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2004-06-18 |
Branch Locations
674 S. College Ave, Bloomington, IN 47403 • 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 |
|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington | IN | 03/2004 | Present |
| J.W. Cole Financial, Inc | Bloomington | IL | 05/2013 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | Present |
(1) COMPREHENSIVE FINANCIAL: I HOLD VARIOUS TRADITIONAL APPOINTMENTS WITH VARIOUS TRADITIONAL COMPANIES. (2) TEACHES CLASSES OR FILLS IN FOR CHURCHES AS PASTOR OR WHEN TEACHERS ARE AWAY. I SPEND ZERO HOUR DURING TRADING HOURS DOING THIS. (3) I ALSO USE FIXED INDEXED ANNUITES AND SELL LIFE INSURANCE CONTRACTS. (4) DOUGLAS HUGHES; AUTHOR; PROMOTING, SPEAKING AND TEACHING ENGAGEMENTS; 4 HRS/MONTH (5) Adjunct Faculty - TEACHING/LECTURER; INVESTMENT RELATED; 674 S. COLLEGE AVE BLOOMINGTON, IN; TEACHING RETIREMENT AND OTHER FINANCIAL WELLNESS CLASSES E. SOLE PROPRIETOR; 7/12/18 (ADJUNCT AS OF 10/17/2019); 12 HRS PER MONTH, 6 DURING TRADING HOURS; PREPARE AND DELIVER MATERIAL AND FOLLOW UP WITH ATTENDEES WHO HAVE QUESTIONS. (6) Doug Hughes Volunteer speaker; non investment related; Speaking at church or church events when asked; 8276 S. Macy ct, Bloomington, IN 47401; start date 1/1/1997; 1 hour per month during trading. (7) Beck Financial Strategies; Investment Advisory Firm; ?5825 N. Post Rd, Indianapolis, IN 46216; Investment related; Partner/Owner; Start Date: 7/18/1995; 10-15 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-26 |
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