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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-18 |
Branch Locations
7543 Bosque Blvd Suite C, Waco, TX 76712 • 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 |
|---|---|---|---|---|
| Curtiss Wealth Advisory, Llc | Waco | TX | 12/2010 | 10/2016 |
| Curtiss Insurance Agency | Waco | TX | 07/2000 | Present |
| Sole Proprietor | Waco | TX | 12/1994 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2016 | 04/2019 |
| Curtiss Wealth Management | Waco | TX | 04/2016 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
-CURTISS INSURANCE AGENCY;NON INVESTMENT-RELATED; 7543 BOSQUE BLVD.,STE C, WACO, TX 76712; INSURANCE SERVICES; PRESIDENT/INSURANCE SALES; STARTED 07/2000; 70 hours per month -SOLE PROPRIETOR; NON INVESTMENT-RELATED; 7543 BOSQUE BLVD.,STE C, WACO, TX 76712; INSURANCE SERVICES; PRESIDENT/INSURANCE SALES; STARTED 12/1994; 2 hours per month CURTISS WEALTH MANAGEMENT - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-21 |
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