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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-16 |
Branch Locations
3174 S. Hardin Blvd., Mckinney, TX 75070 • United States
406 W. Mcdermott, Allen, TX 75013 • United States
3232 W. Main Street, Frisco, TX 75033 • United States
777 E. Campbell Rd, Richardson, TX 75081 • 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 |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 12/2011 | 02/2018 |
| Lpl Financial Llc | Richardson | TX | 02/2018 | 02/2026 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2026 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2026 | Present |
(1) Photography; Not investment related; 370 Pecan Hollow Cir, Anna, TX 75409; Photographer; Start 1/1/2018; 20 hour/month, 0 during trading (2) Texans Financial; DBA for JWC business; Investment Related; 777 E. Campbell Rd, Richardson, TX 75081; Financial Advisor; Start date 2006; 160 hours/month, 160 hours/month during trading. (3) McFadden Financial Group, LLC; Investment related; 370 Pecan Hollow Cir, Anna, TX 75409; President/Owner; Business Entity for Tax/Investment purposes only; Start 2/18/2018; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-30 |
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