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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-09-03 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Daytona Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2009 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2009 | Present |
(1) *INDEPENDENT INSURANCE AGENT, (2) DBA: SAVANNAH COURT FINANCIAL ADVISORS, INVESTMENT RELATED, FIXED INSURANCE ANNUITY/LIFE/INDEX/DISABILITY/LTC, ETC. SALES, APPROX. 40 HRS/MONTH. (3) 2SG LLC; not investment related; start date 6/29/2020 - partner; 913 Peninsula Drive, Ormond Beach, FL 32176; product patent for marketing & sales; 10 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-09 |
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