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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-15 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 Bala Plaza Ste 300, Bala Cywyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2015 | 02/2020 |
| Procapita Partners, Llc | New York | NY | 02/2020 | Present |
| Procapita Partners, Llc | New York | NY | 02/2020 | Present |
| Axa Advisors, Llc | Bala Cynwyd | PA | 08/2015 | 02/2020 |
| The Leaders Group, Inc. | Littleton | CO | 06/2020 | 12/2023 |
| Benco Union Advisors, Llc | Philadelphia | PA | 12/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2023 | 06/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2026 | Present |
(1) Benjamin & Company, LLC; DBA; Advisory & Consulting; Investment related; 2 Bala Plaza, Ste 300, Bala Cynwyd PA 19004; Financial Advisor; Start 12/2023; 80 hours/month, 80 hours/month during trading. (2) Benco Union Advisors; Advisory and consulting; Investment Related; 2 Bala Plaza, Ste 300, Bala Cynwyd PA 19004; ; Owner; Start 2/2024; 20 hours/month, 20 hours/month during trading. (3) Benco Education; Participant Education; Not investment Related; 2 Bala Plaza, Ste 300, Bala Cynwyd PA 19004; Owner; Start 2/2024; 2 hours/month, 2 hours/month during trading. (4) Benco Insurance & Advisory; Advisory & consulting; Investment Related; 2 Bala Plaza, Ste 300, Bala Cynwyd PA 19004; Owner; Start 12/2023; 80 hours/month, 80 hours/month during trading. (5) Fixed Insurance Sales; Insurance Sales; Not investment related 2 Bala Plaza, Ste 300, Bala Cynwyd, PA 19004; Agent; Advisory & Consulting; Start 12/2023; 2 hours/month, 2 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-08 |
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