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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-24 |
Branch Locations
1 E. Broad Street Suite 560, Bethlehem, PA 18018 • 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance | Allentown | PA | 08/2001 | 11/2017 |
| Metlife Securities | Allentown | PA | 08/2001 | 11/2017 |
| Mml Investors Services, Llc | Allentown | PA | 03/2017 | 11/2017 |
| Sii | Allentown | PA | 11/2017 | 11/2018 |
| Osaic Wealth, Inc | Easton | PA | 11/2018 | 02/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2025 | Present |
(1) ATLAS ADVISORS, LLC; IAR; Investment Related; 1 E Broad Street, Ste 560, Bethlehem, PA 18018; President; Start 10/1/2022; 160 hours/month, 130 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
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