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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| NY | RA | APPROVED | 2025-11-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 11/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2025 | Present |
(1) T. James Muscato Inc.; Personal Tax Management; Not investment Related; 583 Plank Rd, Webster, NY 14580; President; Record Keeping; 7/1/2000, 0 hours. (2) Montage Wealth Management; Wealth Management; Not investment Related; 179 Sullys Trail, Pittsford, NY 14534; Wealth Advisor; Start 9/16/25; 160 hours/month. (3) Fixed Insurance; Insurance Sales; Investment Related; 179 Sullys Trail, Pittsford, NY 14534; L&H Broker/Agent; Start 9/16/25; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-07 |
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