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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2005-10-19 |
Branch Locations
1300 Virginia Drive, Ft. Washington, PA 19034 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Dresher, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2005 | Present |
| J.W. Cole Advisors, Inc | Tampa | FL | 10/2005 | Present |
| Woodwell Asset Management | Fort Washington | PA | 02/2008 | Present |
Woodwell Asset Management - Financial Planning and Investment Management - investment related - Register Representative - 1300 Virginia Drive Suite #122, Ft. Washington PA 19034 - 40 hours per month during trading Advisor Audit, LLC - Insurance sales - non investment related - president & owner -1413 Gentlemen's Way, Dresher, PA 19025 - 10 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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