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200 9Th Avenue North Suite 100, Safety Harbor, FL 34695 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
200 9Th Avenue North Suite 100, Safety Harbor, FL 34695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rogan & Associates, Inc. | Safety Harbor | FL | 04/2012 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2025 | Present |
(1) Rogan & Associates, RIA.; DBA; Investment Related; 200 9th Ave N, Suite 100, Safety Harbor, FL 34695; Financial Planner; Start 5/21/2012; 160 hour/month, 160 hours/month during trading. (2) Term Insurance Policies; Not Investment Related; 200 9th Ave N, Suite 100, Safety Harbor, FL 34695; Selling Term Insurance; Financial Planner; Start 9/10/2025; 5 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-24 |
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