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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-05-11 |
Branch Locations
18035 Oak Street, Omaha, NE 68130 • 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 |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2021 | Present |
| Daniel S Grieb, Cpa | Omaha | NE | 04/2018 | 09/2025 |
| Mitchell & Associates, Inc | Omaha | NE | 09/2012 | 04/2018 |
| Dsg Advisors | Omaha | NE | 10/2025 | Present |
(1) Castlerock Financial Management Group - DBA; 18035 Oak Street, Omaha, NE 68130; IAR; Investment Mgmnt & Financial Planning; Start 1/2022; 40 hrs./mo., 40 hr./mo. during trading. (2) View on Oak Investments; Investment Related; 18035 Oak Street, Omaha, NE 68130; Shareholder/Officer; Investment Mgmt. & Financial Planning; Start 1/1/2022; 40 hrs./mo. during trading. (3) DSG Advisors; Not investment related; 18035 Oak Street, Omaha, NE 68130; Tax preparation, book keeping, and payroll services; Shareholder; Start 10/1/2025; 120 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-17 |
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