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925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-27 |
| CA | RA | APPROVED | 2025-07-21 |
Branch Locations
925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | CA | 05/2013 | Present |
| Pacific Excel Insurance Services, Inc. | Walnut Creek | CA | 11/2011 | Present |
| J.W. Cole Advisors, Inc. | Walnut Creek | CA | 04/2019 | 08/2025 |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek | CA | 07/2025 | Present |
PACIFIC EXCEL INSURANCE SERVICES, INC., WALNUT CREEK, CA, 100% OWNER OF THIS INVESTMENT-RELATED BUSINESS OFFERING ANNUITIES, DISABILITY INSURANCE, GROUP MEDICAL, LIFE INSURANCE, LONG TERM CARE INSURANCE AND MEDICARE SOLUTIONS. LICENSED AS A LIFE AND HEALTH AGENT IN CALIFORNIA. START DATE 11/2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-05 |
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