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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| NY | RA | APPROVED | 2023-02-10 |
Branch Locations
179 Sully's Trail Suite 305, Pittsford, NY 14534 • United States
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 |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 01/2012 | 02/2023 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2012 | 02/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2023 | Present |
(1) Champlin & Associates; DBA; 179 Sully's Trail, Ste 305, Pittsford, NY 14534; Financial Services; Chief Operating Officer; Start 2/10/2023; 160 hr/mo, 160 hr/mo during trading. (2) Fixed Insurance; Sales; Investment related; 179 Sully's Trail, Suite 305, Pittsford, NY 14534; Agent; Sales and services of fixed insurance products including life, health, accident, disability & LTC; Start 11/20/2024; 2 hours / month during trading. (3) United Methodist Foundation of New England (UMFNE); 42 Route 111, Suite 200, Derry, NH 03038; Investment Related; Member of the Investment Committee; Trusted partner serving United Methodists within the New England Conference with a variety of stewardship, planned giving, and financial services; Start 3/1/26; 2-3 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
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