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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| FL | RA | APPROVED | 2011-05-04 |
Branch Locations
5327 Commercial Way Suite C-117, Spring Hill, FL 34606 • United States
2535 Landmark Drive #103, Clearwater, FL 33761 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jonathan Roberts Advisory Group, Inc. | Tampa | FL | 04/2011 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2011 | Present |
(1)MCCLELLAND & ASSOCIATES, INC/ INVESTMENT RELATED/ PRESIDENT/ FIXED INSURANCE & ADMINSTRATIVE SUPPORT SERVICES/ STARTED 1998, 40-60 HRS MONTHLY (2) RETIREMENT RESOURCES ADVISORY, INC./ INVESTMENT RELATED/ DOING BUSINESS AS COMPANY/MARKETING NAME (2) A) NORTHWOOD PLAZA OFFICE CONDOMINIUM, INC. B) NON INVESTMENT RELATED C) 6972 LAKE GLORIA BLVD. ORLANDO, FL 32809 D) CONDO ASSOCIATION BOARD MEMBER E) VP F) 07/14/2017 G) 1 HOUR PER MONTH H) 1 HOUR PER MONTH DURING TRADING HOURS I) SERVE AS A VOLUNTEER BOARD MEMBER FOR THE CONDO ASSOCIATION FOR THE BRANCH LOCATION (3) A) NORTHWOOD GROUP, LLC B) NON INVESTMENT RELATED C)2535 LANDMARK DRIVE, STE 103, CLEARWATER, FL 33761 D) REAL ESTATE HOLDING COMPANY THAT OWNS THE OFFICE CONDOMINIUM UNIT THAT WE USE AS OUR BRANCH OFFICE E) PARTNER F) 07/14/2017 G) 2 HOURS PER MONTH DEVOTED H) 0 HOURS PER MONTH DEVOTED DURING TRADING HOURS I) COLLECTING RENT AND PAYING BILLS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-12 |
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