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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-05 |
| IA | RA | APPROVED | 2025-02-25 |
Branch Locations
312 E 7Th Street, Logan, IA 51546 • United States
11235 Davenport St #109, Omaha, NE 68154 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2011 | 04/2019 |
| Farm Bureau | Omaha | NE | 06/2019 | 02/2025 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 06/2019 | 02/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2025 | Present |
(1) Acting in Commercials; Not investment related; 15316 Davenport Cir, Omaha, NE 68154; Actor; Start 1/1/2010; 1 hour/month, 0 during trading. (2) Vista Wealth Group; DBA; Investment Related; 11235 Davenport St, #109, Omaha NE 68154; Wealth Management; Financial Advisor; Start 3/1/2025; 40 hours/week, 40 hours/week during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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