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200 9Th Avenue North Suite 100, Safety Harbor, FL 34695 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-06-15 |
| TX | RA | APPROVED | 2022-06-10 |
| NH | RA | APPROVED | 2022-06-09 |
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. | Addison | TX | 02/2015 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2025 | Present |
(1) Rogan & Associates, RIA; 4104 Ridgecrest Trl, Carrolton, TX 75007; Financial Planning Services; Investment Related; Financial Planner; Sales of Fixed Insurance; Start 7/11/2025; 160hours/month, 160 hours/month during trading. (2) POA, Trustee and Executor for Father
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
| S66 | Uniform Combined State Law Examination | 2015-07-13 |
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