Kathleen Elizabeth Owings

Current Employers

Employment History

• 12/2014 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 12/2014 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2008-12-23 → 2014-12-08
  New England Securities
  Colorado Springs, CO

Other Businesses

(1) INDEPENDENT INSURANCE AGENT SELLING DISABILITY, LIFE/ACCIDENT/HEALTH 1HR/WK DURING SECURITIES TRADING HOURS & 0HRS/WKND & EVENINGS SINCE 07/2008 (2) OWNER OF RENTAL RESIDENTIAL PROPERTY IN COLORADO SPRINGS,CO FOR 0HRS/WK & 0HRS/WKND & EVENINGS SINCE 7/2011 (3) SERVE ON SERVICE ACADEMY NOMINATION BOARD - WASHINGTON DC - 1 SEC HR 1 NON SEC HR PER WEEK SINCE 12/2013 (4) WESTBILT FINANCIAL GROUP - DBA - FIXED INSURANCE AND FINANCIAL BUSINESS - 11/20/14 - INVESTMENT RELATED - 18 E. WILLAMETTE AVE COLORADO SPRINGS, CO 80903 - 160 HRS PER MONTH - 140 HRS DURING TRADING HRS (5) Kathleen Owings Book & Online Courses; not investment related; owner/author - start date 9/4/2020; 12651 Heather Oaks Court Colorado Springs CO 80921; work with an editor and publisher to complete the book & also work with someone to help design the online course, public speaking; 10 hours per month, 4 hours per month during trading. (6) Pikes Peak Library Foundation Board; Fundraising for the Library; Investment Related; P.O. Box 1579, Colorado Springs, CO 809001; Board Member (interim Vice President and Secretary) ; I am on the finance committee and we oversee the RIA who manages the money for the foundation; Start 1/1/25; 1 hour/month during trading. (7) National Association of Insurance and Financial Advisors (NAIFA) Trustee; Not investment related; 18 E Willamette Avenue, Colorado Springs, CO 80903; National Trustee; Trustee; Start 1/1/2026; 2 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-05
• S63 Uniform Securities Agent State Law Examination
  2007-12-11

Other Names

• Kathleen Elizabeth Quinlan
• Kathleen Owings