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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-02
  • FL RA
    APPROVED
    Since 2020-09-02

Branch Locations

5200 W. Newberry Road Suite C, Gainesville, FL 32669 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Financial Group Gainesville FL 01/2012 Present
J.W. Cole Financial, Inc. Tampa FL 09/2014 Present
J.W. Cole Advisors, Inc. Tampa FL 08/2020 Present
  • 01/2012 → Present
    Cornerstone Financial Group
    Gainesville, FL
  • 09/2014 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 08/2020 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

1. DBA - CORNERSTONE FINANCIAL PARTNERS LLC - CORNERSTONE FINANCIAL GROUP; INVESTMENT RELATED; START DATE 1/2012 - OFFICE MANAGER; 5200 W NEWBERRY RD STE C, GAINESVILLE FL 32607; 240 HOURS PER MONTH. 140 HOURS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-28
  • S66 Uniform Combined State Law Examination
    2020-08-28
Other Names
  • Cheltse Alyssa Hale
  • Chelste Hale Quinn

View on SEC IAPD

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