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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1016 Ponce De Leon Blvd Ste 3, Belleair, FL 33756 • United States
2535 Landmark Dr Ste 103, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneyblock | Chicago | IL | 08/2013 | 04/2017 |
| Principal Life Insurance Company | Tulsa | OK | 04/2017 | 09/2017 |
| Principal Securities Inc | Tulsa | OK | 04/2017 | 09/2017 |
| Aspen Financial Advisory Services | Tulsa | OK | 02/2016 | 05/2017 |
| Ameriprise Financial Services, Inc. | Tulsa | OK | 09/2017 | 03/2020 |
| Guardian Life Insurance Company | Clearwater | FL | 03/2020 | 07/2026 |
| Park Avenue Securities | Clearwater | FL | 03/2020 | 07/2026 |
| Guardian Life Insurance Company | Tampa | FL | 01/2026 | 07/2026 |
| Park Avenue Securities | Tampa | FL | 01/2026 | 07/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2026 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 08/2026 | Present |
1. Direct Insurance Sales; Investment Related; 2535 Landmark Dr, Ste 103, Clearwater, FL 33761; Insurance Sales; Insurance Agent; 04/2022; 10 hrs/mo; 10 hrs/mo during trading hrs; Life, disability, long-term care and annuity research, recommendations, and ongoing monitoring and management for/with clients. 2) AnchorPoint Wealth Management LLC; Investment Related; 2535 Landmark Dr, Ste 103, Clearwater, FL 33761; DBA name used for marketing purposes; Owner; 12/2025; 40 hrs/mo; 40 hrs/mo during trading hrs; Provide financial advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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