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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-04-22 |
Branch Locations
60 Blue Heron Road Suite 200, Sparta, NJ 07871 • United States
119 Cherry Hill Road Suite 135, Parsippany, NJ 07054 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mark Scordato & Associates | Parsippany | NJ | 12/2006 | Present |
| Gf Investment Services | Sarasota | FL | 10/2016 | 04/2019 |
| Donna Dupre | Hamburg | NJ | 11/2008 | Present |
| Global Financial Private Capital | Sarasota | FL | 01/2017 | 04/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
(1) Licensed with the Department of Banking and Insurance since 11/2008/Insurance Agent; sell life insurance and annuities; approximately 10 hours/week. (2) Work as Senior Manager for Mark Scordato & Associates as Senior Manager since 12/2006;in charge of marketing for the firm; compliance; work with clients to help answer questions; manage the firm day to day operations; approx. 40 hours/week. (3) MSA Wealth Management; 60 Blue Heron Road, Ste 200, Sparta, NJ 07871; Investment Related; Financial Services; Senior Manager/Financial Advisor; Start 1/1/2012; 140 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-11 |
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