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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| MN | RA | APPROVED | 2023-05-03 |
Branch Locations
17316 Kenyon Ave Suite 104, Lakeville, MN 55044 • 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 |
|---|---|---|---|---|
| Sigma Planning Corporation | Ann Arbor | MI | 03/2004 | 04/2023 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 04/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2023 | Present |
| J.W. Cole Advisor, Inc. | Tampa | FL | 04/2023 | Present |
(1) Midwest Money Management; DBA; 17316 Kenyon Ave, Ste 104, Lakeville, MN 55044; Investment Management/Financial Planning/Insurance Sales (Fixed annuities, life, disability, long term care, health); President; Start October 1999, 200 hrs/mo, 150 hrs/mo during trading. (2) Brian D. Hartung Foundation; Not investment related; 20372 Greenwood Ave, Lakeville, MN 55044; Charity; Board Member; Start 2008; 1 hr/mo, 1 hr/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-03 |
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