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674 S. College Avenue, Bloomington, IN 47403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-24 |
| IN | RA | APPROVED | 2013-11-08 |
Branch Locations
674 S. College Avenue, Bloomington, IN 47403 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2013-05-28 |
Branch Locations
674 S. College Ave., Bloomington, IN 47403 • 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 |
|---|---|---|---|---|
| Comprehensive Financial Consultants | Bloomington | IN | 05/2007 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2013 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | Present |
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington | IN | 11/2013 | Present |
(1) COMPREHENSIVE FINANCIAL CONSULTANTS,OFFERS FINANCIAL SERVICES. SELLS VARIOUS LINES OF INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. (2) COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL (CFCI); INVESTMENT RELATED; 674 S COLLEGE AVE, Bloomington IN 47403; INVESTMENT MANAGEMENT; FINANCIAL CONSULTANT; Start 4/2008; 160 HOURS A MONTH/ 130 DURING TRADING HOURS. (3) TEACHING/LECTURER; INVESTMENT RELATED; 674 S. COLLEGE AVE BLOOMINGTON, IN 47403; TEACHING RETIREMENT AND OTHER FINANCIAL WELLNESS CLASSES; SOLE PROPRIETOR; Start 7/12/18; 12 HRS PER MONTH H. 6 DURING TRADING HOURS I. PREPARE AND DELIVER MATERIAL AND FOLLOW UP WITH ATTENDEES WHO HAVE QUESTIONS. (4) RENTAL PROPERTY, COLLECT RENTAL INCOME FROM TENANTS, 11/1/2012 (5) Hole Six, LLC; Not investment related; 674 S. College Ave, Bloomington IN 47403; Rental Property; Member; Managing renters and the property; Start 8/14/2023; 0 hours spent during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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