Best Investors
Account
Sign in
Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| CA | RA | APPROVED | 2018-02-23 |
Branch Locations
27710 Jefferson Avenue Suite 102, Temecula, CA 92591 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Temecula | CA | 02/2016 | 02/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2018 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2018 | Present |
(1) Fixed Insurance. (2) Allyson J Trantum CFP® Inc, dba AJT Wealth Consultants. (3) Rotary District 5330; Not investment related; 27710 Jefferson Ave, Ste 102, Temecula, CA 92590; Treasurer; Bookkeeping, Pay bills, draft checks but no a signer on the accounts, member of the board, attend board meetings, budget and cash flow meetings; Start 7/1/25; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
Reach out to this advisor