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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 |
| CA | RA | APPROVED | 2024-08-29 |
Branch Locations
725 Creston Rd Ste B, Paso Robles, CA 93446 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Paso Robles | CA | 03/2013 | 09/2016 |
| Lpl Financial, Llc | Paso Robles | CA | 09/2016 | 10/2019 |
| Independent Financial Group | Paso Robles | CA | 10/2019 | 03/2023 |
| Grove Point Investments Llc | Rockville | MD | 03/2023 | 08/2024 |
| Grove Point Advisors Llc | Rockville | MD | 03/2023 | 08/2024 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2024 | Present |
(1) Meritage Asset Management Group; DBA; Not investment related; 725 Creston Rd, Ste B, Paso Robles, CA 93446; Vice President; 0 hours, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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