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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-09 |
Branch Locations
1500 Town Plaza Court, Winter Springs, FL 32708 • 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 |
|---|---|---|---|---|
| Central Florida Ymca | Oviedo | FL | 07/2004 | Present |
| G.A. Repple & Company | Casselberry | FL | 09/2007 | 02/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2017 | Present |
| J.W. Cole Advisors, Inc | Tampa | FL | 02/2017 | Present |
(1) MOSAIC WEALTH MANAGEMENT GROUP; 1500 TOWN PLAZA CT, WINTER SPRINGS, FL 32708; SENIOR ADVISOR,/PARTIAL OWNER; Wealth Management; INVESTMENT RELATED; - 200 hours/MONTH DURING TRADING HOURS. (2) FIXED INSURANCE SALES WITH VARIOUS INSURANCE COMPANIES - JOHN HANCOCK, ING, LINCOLN. INSURANCE SALES - APPROX 15 HRS PER MONTH SOME DURING TRADING HRS., COMMISSIONS. (3) THE GREAT ESCAPE; RENTAL PROPERTY; 123 JASPER LOOP, WHITEFISH MT; NOT INVESTMENT RELATED; MANAGER; START DATE 2/1/2021; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-03 |
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