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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| FL | RA | APPROVED | 2021-08-09 |
Branch Locations
2180 Immokalee Road Suite 209, Naples, FL 34110 • 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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Rochester | NY | 06/2011 | 06/2020 |
| Prentice Wealth Management, Llc | Rochester | NY | 02/2012 | 05/2017 |
| Wangler Wealth Management Inc. | Bonita Springs | FL | 01/2015 | Present |
| Securities America Inc | Bonita Springs | FL | 07/2020 | 08/2021 |
| Securities America Advisors | Bonita Springs | FL | 07/2020 | 08/2021 |
| J.W. Cole Financial, Inc | Tampa | FL | 08/2021 | Present |
| J.W. Cole Advisors, Llc | Tmapa | FL | 08/2021 | Present |
(1) Strada Properties LLC; Commercial Rental Property; Non-investment related; 9010 Strada Stell Court, Naples, FL 34109; President; collect rent; Start 7/2018; 1 hr/mo, 1 hr/mo during trading. (2) Strada Wealth Management, PLLC; DBA; Investment Related; 2180 Immokalee Road, Suite 209, Naples, FL 34110; Investment Advisory; Financial Advisor; Start 1/1/2021; 160 hr/mo, 160 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
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