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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED_RES | 2025-10-27 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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 |
|---|---|---|---|---|
| Mutual Of Omaha | Lacrosse | WI | 10/2008 | 08/2025 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 04/2012 | 08/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2025 | Present |
(1) Country Boom LLC; Music Festival; Not investment related; 1416 Pine St, Onalaska, WI 54650; Owner; Oversight and executive administrative; Start 8/5/2017; 30 hours/month, 20 hours/month during trading. (2) Holthaus Financial Group; Life and LTC Insurance; Not investment related; 333 Front St N, La Crosse WI 54601; Owner/Agent; Life and LTC Insurance solicitation and sales; Started 2012; 40 hours/month, 40 hours/month during trading. (3) Rental; Landlord/Rental; Not investment related; 1416 Pine St, Onalaska, WI 54601;Owner; Receive rent, negotiate rental contracts, uphold maintenance; Start 3/27/2024; 3 hours/month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-21 |
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