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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2013-05-10 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1712 N. King Street, Honolulu, HI 96819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heidi A. Cregor, Ea | Honolulu | HI | 08/2008 | Present |
| J.W. Cole Financial, Inc. | Honolulu | HI | 05/2013 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | Present |
TAX PREPARATION, FEES, ENROLLED AGENT 8/1/2008, 15% TIME SPENT, 25% OF ANNUAL INCOME, HEIDI A. CREGOR, ENROLLED AGENT, TAX PLANNING AND ADVICE, TAX FILING AND IRS AUDIT REPRESENTATION. BOARD MEMBER, HALEKIPA INC., NOT FOR PROFIT. SHETLER AND SOCIAL SERVICES FOR HOMELESS YOUTH. 6 HOURS PER MONTH. SERVE ON ANNUAL CAPITAL CAMPAIGN, STRATEGIC PLANNING COMMITTEE. KERRY BLUE TERRIER CLUB OF U.S.A. NATIONAL ASSOCIATE GOVERNER OF THE BREED AS REPORTING TO THE AMERICAN KENNEL CLUB. 2 HOURS PER MONTH, NO COMPENSATION. INDEPENDENT INSURANCE AGENT - TRADITIONAL LIFE AND HEALTH SALES THROUGH FINANCIAL ARCHITECTS OF HAWAII, 10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-02 |
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