Shirley Sheppard Mckinney

Current Employers

J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-20

FL RA
APPROVED

Since 2026-04-20

Branch Locations

5208 Sw 91St Drive Gainesville Fl 32608, Gainesville, FL 32608 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nationwide Investment Services Corporation	Columbus	OH	10/2010	02/2026
J.W. Cole Financial, Inc.	Tampa	FL	04/2026	Present
J.W. Cole Advisors, Inc.	Tampa	FL	04/2026	Present

10/2010 → 02/2026

Nationwide Investment Services Corporation

Columbus, OH
04/2026 → Present

J.W. Cole Financial, Inc.

Tampa, FL
04/2026 → Present

J.W. Cole Advisors, Inc.

Tampa, FL

Previous Registrations

2011-01-03 → 2026-03-11

Nationwide Investment Advisors, Llc

Columbus, OH

Other Businesses

(1) Walden Wealth Management LLC; DBA; 5208 SW 91st Drive, Gainesville, FL 32608; Investment Related; Financial Advisor; Start 4/2026; 5 hours/month, 1 hour/month during trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-12-28

S66 Uniform Combined State Law Examination

2010-12-28

Designations

Other Names

Shirley Carol Sheppard
Shirley Sheppard Philman
Shirley Sheppard Mckinney

View on SEC IAPD