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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-05-03 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Washington | DC | 06/2016 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | Washington | DC | 06/2016 | 03/2017 |
| Td Ameritrade | Glen Allen | VA | 10/2017 | 04/2019 |
| Unemployed | Washington | DC | 03/2017 | 10/2017 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2019 | Present |
Financial Dynamics & Associates DBA - Investment Related - Support Advisor- Financial Planning- 13537 Waterford Pl, Midlothian, VA 23112 - Fixed Insurance & Manage Client Relationships as an agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-16 |
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