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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| FL | RA | APPROVED | 2020-07-29 |
Branch Locations
4301 Anchor Plaza Parkway, 4Th Floor, Tampa, FL 33634 • United States
2415 W. Grandview Blvd, Erie, PA 16506 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 03/2016 | 07/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2020 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2020 | Present |
(1) JWC Wealth Management; DBA; Investment Related; 4301 Anchor Plaza Pkwy, 4th Floor, Tampa, FL 33634; Wealth Management; Managing Partner; I run the wealth management firm, handle about 125 clients personally and manage the advisors and staff; Start date 1/2/24;40 hours/week, 40 hours/week during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-19 |
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