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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 | 2025-10-21 |
| WI | RA | APPROVED | 2023-04-28 |
Branch Locations
594 S. Lake Ave, Phillips, WI 54555 • 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 |
|---|---|---|---|---|
| Parkland Securities | Ann Arbor | MI | 08/2014 | 04/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2023 | Present |
(1) Highland Money Management; DBA; Investment related; 594 S. Lake Ave, Phillips, WI 54555; Investment related operations and insurance sales; President/Advisor/Insurance Agent; Established 5/1/23; 160 hours/month, 132 hours/month during trading. (2) xPoint Properties, LLC; Real Estate Management; Not investment related; N10470 Hill Rd, Phillips, WI 54555; Owner/Sole member; Established to own and operate the real estate building where the branch office is located where we operate our securities business, Rental income is received from the securities business and expenses are then paid by the LLC. As the sole member, I am the president/Chief Manager; Start 1/15/2025; 0 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-17 |
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