Michael P. Palmer

Current Employers

Employment History

• 09/2003 → Present
  Self Employed
  Erie, PA
• 10/2013 → 10/2016
  Invest Financial Corporation
  Tampa, FL
• 11/2016 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2016 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-10-14 → 2016-10-27
  Invest Financial Corporation
  Erie, PA
  Appleton, WI
  Titusville, PA
• 2004-06-11 → 2013-10-14
  Spc
  Erie, PA
  Ann Arbor, MI
  Erie, PA

Other Businesses

(1) A) JOSEPHINE A FRISINA TRUST B) NON-INVESTMENT RELATED C) 2415 W GRANDVIEW BLVD, ERIE, PA 16506 D) EDUCATIONAL TRUST FOR RESIDUE OF ESTATE OF JOSEPHINE FRISINA E) TRUSTEE F) START: 01/2015 G) 5 HRS/MO H) 0 TRADING HRS I) DISTRIBUTION OF FUNDS TO FAMILY MEMBERS FOR HIGHER EDUCATION K) NO CLIENTS INVOLVED (2) A) MICHAEL P PALMER B) INVESTMENT RELATED C) 2415 W GRANDVIEW BLVD, ERIE, PA 16506 D) FIXED INSURANCE AND FIXED ANNUITIES E) AGENT F) START: 09/2003 G) 10 HRS/MO H) 10 TRADING HRS I) MARKETING & SALES OF FIXED ANNUITIES AND FIXED LIFE INSURANCE K) CLIENTS INVOLVED (3) A) PACIFIC REALTY, LLC B) NON-INVESTMENT RELATED C) 2415 W GRANDVIEW BLVD, ERIE, PA 16506 D) LLC WHICH OWNS OFFICE BUILDING E) MEMBER F) START: 06/2011 G) 0 HRS/MO H) 0 TRADING HRS I) OCCASIONAL MAINTENANCE AND REPAIRS J) NON-OFFICER/DIRECTOR K) CLIENTS INVOLVED (4) JWC Wealth Management; DBA; 2415 W. Grandview Blvd, Erie, PA 16506; Investment Related; Investment Advisor Representative; Investment advice, insurance sales; Start 1/2/2024; 130 hours/month, 130 hours/month during trading. (5) A) Bethany D. Palmer IRREV Trust B) Non-investment related C) 2415 W. Grandview Blvd. Erie, PA 16506 D) Trustee E) Start Date 8/16/2022 F) 1 hour per month during trading (6) A) Bethany D. Palmer B) POA and Executor of Estate C) Non-investment related D) 2415 W. Grandview Blvd. Erie, PA 16506 E) Start Date 12/27/2022 F) 0 hours per month during trading (7) A) Margaret Palmer B) POA and Executor of Estate C) Non-investment related D) 2415 W. Grandview Blvd. Erie, PA 16506 E) Start Date 8/10/2018 F) 0 hours per month during trading (8) A) Michelle Palmer B) POA and Executor of Estate C) Non-investment related D) 2415 W. Grandview Blvd. Erie, PA 16506 E) Start Date 6/6/2023 F) 0 hours per month during trading (9) Water Polo Official; Not investment related; Officiating high school water polo games in Pennsylvania; Water polo referee/official; Start 9/1/2025; 0 hours/month during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-06-02

Other Names

• Mike P Palmer