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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 | 2016-08-04 |
Branch Locations
2621 Forest Road, Spring Hill, FL 34606 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
10 West Jefferson Street, Brooksville, FL 34601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2016 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2016 | Present |
(1) A) DBA: AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES LLC. B) INVESTMENT RELATED C) 2621 Forest Rd BLVD SPRING HILL, FL 34606. D) SECURITIES, TAX PREP, INVESTMENT SERVICES, INSURANCE, DIVORCE PLANNING. E) TITLE: OWNER F) START DATE: 11/2007. G) HRS/MONTH: 10 H) HRS/TRADING: 10 J) OFFICER/DIRECTOR K) CLIENTS INVOLVED. (2) AMERICAN EXECUTIVE TAX & FINANCIAL - BOOKKEEPING - INDEPENDENT CONTRACTOR - 2621 FOREST RD SPRING HILL, FL 34606 - 6/17/19. (3) IRS TAX REPRESENTATION - REPRESENT TAXPAYERS - 2621 FOREST RD SPRING HILL, FL 34606 - 7/1/19 - 1 HRS PER MONTH DURING TRADING HRS. (4) Rental Property; Not investment related; 21096 Ted Rd; Property Manager; Collect rent, pay taxes and insurance; Start 9/9/24; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-08 |
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