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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| NY | RA | APPROVED | 2024-03-25 |
Branch Locations
531 Washington Street Suite 3501, Watertown, NY 13601 • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Watertown | NY | 01/2012 | 11/2021 |
| Mml Investors Services | Watertown | NY | 04/2012 | 11/2021 |
| J.W. Cole Financial, Inc | Tampa | FL | 11/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2024 | Present |
(1) Watertown Wealth Management, LLC; DBA; 531 Washington Street, Stuie 3501, Watertown, NY 13601; Director of Operations; Managing financial advising practice; Start 12/2020; 140 hrs/mo, 140 hrs/mo during trading. (2) Fixed Insurance; Not investment related; 531 Washington St, Suite 3501, Watertown NY 13601; Working with clients on their fixed insurance needs; Start 4/1/24; 10 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
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