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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-04-16 |
Branch Locations
6411 Ivy Lane Suite 520, Greenbelt, MD 20770 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1125 West Street Suite 252, Annapolis, MD 21401 • United States
10015 Columbia Road Ste B215, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stuart Financial Group | Greenbelt | MD | 01/1990 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2010 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
1) DBA - JAN 1990 OWNER OF STUART FINANCIAL GROUP AS INSURANCE AGENT IN GREENBELT, MD. 2) SFG Marketing, Inc.; not investment related; vice president - start date 6/2020; 2401 Falling Creek Road Silver Spring, MD 20904; oversee branding and marketing of organization; 20 hours per month, 10 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-30 |
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