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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-07-24 |
Branch Locations
5825 North Post Road, Indianapolis, IN 46216 • 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 |
|---|---|---|---|---|
| 1St Signature Lending, Llc | Indianapolis | IN | 05/2016 | 04/2018 |
| Beck Financial Strategies | Indianapolis | IN | 04/2018 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2018 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2019 | Present |
(1) Beck Financial Strategies; DBA; Investment Related; 5825 N Post Road, Indianapolis, IN 46216; Financial Planning; Assistant/Employee; Assist CFP with research and organization for financial plans and work in advisory capacity; 04/2018; 160 hours/month during trading. (2) CENTURY 21 SHEETZ; Real Estate; Not investment related; 96TH STREET INDIANAPOLIS IN 46240; Independent Referral Agent; I can only refer Real Estate business to an active agent and then earn a referral commission on homes purchased and sold; STARTED 08/04/2004, 0 DURING TRADING. (3) Notary; Not investment related; 5825 N. Post Road, Indianapolis, IN 46216; Notary; Start 11/7/2024; 1 hour/month during trading. (4) Fixed Insurance; not Investment related; 5825 N. Post Road, Indianapolis, IN 446216; Independent Agent; Insurance Sales; Start 4/1/25; 15 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
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