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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-26 |
| FL | RA | APPROVED | 2021-09-17 |
Branch Locations
4301 Anchor Plaza Parkway, 4Th Floor, Tampa, FL 33634 • 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 | Tampa | FL | 06/2010 | 03/2019 |
| Fidelity Investments | Tampa | FL | 03/2019 | 09/2020 |
| Harwood Financial Group | Tampa | FL | 01/2021 | 03/2021 |
| Unemployed | Tampa | FL | 09/2020 | 01/2021 |
| Iht Wealth Management | Tampa | FL | 05/2021 | 09/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2021 | Present |
(1) INSURANCE LICENSED (2) JWC Wealth Management; DBA; Investment Related; 4301 Anchor Plaza Pkwy, 4th Floor, Tampa, FL 33634; Senior Financial Advisor; Financial Advisor of the home office. I work with clients to provide advice and asset management; Start 1/1/2024; 140 hours/month, 140 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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