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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-12 |
Branch Locations
2571 Baglyos Circle Unit B-27, Bethlehem, PA 18020 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2026 | Present |
| Voom Medical Devices | Brentwood | TN | 06/2025 | Present |
| Orthofix | Lewisville | TX | 03/2022 | 03/2025 |
| Novastep | Orangeburg | NY | 03/2017 | 03/2022 |
| Dne Llc | Allentown | PA | 12/2015 | 03/2017 |
(1) Comprehensive Wealth Strategies; DBA; 2571 BAGLYOS CIRCLE, Unit B-27, Bethlehem PA 18020; Investment related; IAR - Financial Services; Start 2/2025; 160 hours/month, 160 hours/month during trading. (2) Voom Medical Devices; Regional Director; 783 Old Hickory Boulevard, Ste 155, Brentwood, TN 37207; Not Investment Related; Regional Sales Manager; Manage sales team for the Northeast Region; Start 6/16/2025; 80 hours/month, 20 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
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