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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 | 2025-08-26 |
| VA | RA | APPROVED | 2019-04-16 |
Branch Locations
13537 Waterford Place, Midlothian, VA 23112 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Dynamics | Midlothian | VA | 11/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2015 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
FINANCIAL DYNAMICS AND ASSOCIATES PROVIDES INSURANCE PRODUCTS TO OUR CLIENTS TO FULFILL FINANCIAL PLANS 13537 Waterford Place MIDLOTHIAN, VA 23112 RETIREMENT PLANNER NOVEMBER 2014 160 HOURS PER MONTH, 6-8 HOURS DURING TRADING HOURS RESEARCH, RECOMMEND AND PROVIDE INSURANCE PRODUCTS SPECIFIC TO A CLIENT TO FULFILL AN OVERALL FINANCIAL PLAN. Lafon Properties Landlord Non-investment Related Has 2 rental properties August 2017 0 Trading hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-13 |
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