Best Investors
Account
Sign in
Best Investors
Account
Sign in
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-02 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
10762 Se Federal Highway, Hobe Sound, FL 33455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Woodworks | Stuart | FL | 09/2013 | 04/2020 |
| Fpa` | Hobe Sound | FL | 05/2020 | Present |
| Jw Cole Financial, Inc | Tampa | FL | 05/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2022 | Present |
(1) Oceanside Wealth Management; DBA; 10762 SE Federal Hwy, Hobe Sound, FL 33455; Financial Planning; affiliated for advertising only; Start 2002; spent 0 hr. (2) Financial Planning Associates; 10762 SE Federal Hwy, Hobe Sound, FL 33455; Financial Planning; Start 6/1993; 128 hrs/mo; 128 hrs/mo during trading. (3) Financial Planning Associates; 10762 SE Federal Hwy, Hobe Sound, FL 33455; Providing tax preparation services as needed; Start 2/20/2023; 0 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-06 |
Reach out to this advisor