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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-07-20 |
Branch Locations
912 Lithia Pinecrest Road, Tampa, FL 33511 • 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 |
|---|---|---|---|---|
| Preservation 1St Financial Group, Llc | Tampa | FL | 01/2005 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2009 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2009 | Present |
| Next Play Athletics Supply Llc | Riverview | FL | 06/2026 | Present |
(1) A) PRESERVATION 1ST FINANCIAL GROUP, LLC B) DBA FOR SECURITIES, ADVISORY & INSURANCE SALES C) INVESTMENT RELATED D) SAME AS BRANCH ADDRESS E) SELL SECURITIES, LIFE INSURANCE, ANNUITIES, HEALTH INSURANCE, & MEDICARE PLANS F) 12/2004 G) APPROX. 100-125 HOURS/MONTH-MOST OF WHICH ARE DURING TRADING HOURS H) VICE-PRESIDENT (2) a) Greater Riverview Chamber of Commerce b) non-investment related c) 10101 Bloomingdale Ave #102 Riverview, FL d) Chamber of Commerce e) Board of Directors f) 7/12/17 g) 5 hours per month h) 3 during trading hours. (3) A) SOUTH COUNTY SPARTANS ATHLETIC PROGRAM, INC C) 10215 PALERMO CIR, APT # 303, TAMPA, FL D) YOUTH SPORTS PROGRAM E) PRESIDENT F) 03/20/2017 G) 10-15 HRS/MO H) 5-10 TRADING HRS/MO I) HELP WITH ALL ASPECTS OF RUNNING A YOUTH SPORTS NON-PROFIT K) ONE CLIENT INVOLVED. (4) Epic Trips and Travel, LLC; Travel Agency; Not investment related; 11216 Winthrop Main St, Riverview, FL 33578; Vice President; I will be partner in the travel agency, primarily help with business development and growth and will not be in the day to day running of the company; Start 9/16/24; 10 hours/month during trading. (5) Harbor Trust Accounting; Tax prep and accounting; 3741 Hollow Wood Drive, Valrico FL 33596; Member; I will have minimal involvement in the day to day. I will help with business development and growth strategy; Start 3/1/2026; 5-10 hours/month during trading. (6) Next Play Athletics Supply LLC; Not investment related; 10619 CAMI CT. RIVERVIEW, FL 33578; Selling uniforms, clothing, and accessories; Partner; Managing Member; 6/2026; 5 hrs/mo during trading hrs; We will be offering uniforms and apparel to primarily sports programs and potentially schools. I will provide guidance for the company and help with managing relationships, as necessary. Guidance will be primarily operational, but may include suggestions for financing and banking, if needed. I will not be listed on any financial accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-08 |
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