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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-26 |
Branch Locations
2503 Del Prado Blvd South Suite 500, Cape Coral, FL 33904-5709 • United States
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James M. Wesolowski, Cpa, P.A. | Cape Coral | FL | 07/2000 | Present |
| H.D. Vest Advisory Services | Cape Coral | FL | 07/2007 | 10/2018 |
| H.D. Vest Investment Services | Cape Coral | FL | 07/2008 | 10/2018 |
| J Wesolowski Financial Llc | Cape Coral | FL | 12/2008 | Present |
| Archer Investment Corporation | Indianapolis | IN | 10/2018 | Present |
J Wesolowski Financial, LLC~'NIR'~2002 DEL PRADO BLVD S, SUITE 205~CAPE CORAL~FL~33990-4557~Independent Insurance Agent~Owner/Sole Proprietor~12/1/2008~1hrs~0hrs~offer insurance and financial services|James M. Wesolowski, CPA, P.A.~'NIR'~2002 DEL PRADO BLVD S, SUITE 205~CAPE CORAL~FL~33990-4557~Tax Preparation/Accounting~President~12/16/2009~240hrs~160hrs~full name: James M. Wesolowski, CPA, P.A.|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-18 |
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