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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-15
  • PA RA
    APPROVED
    Since 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

Bethany Beach, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2015 → 02/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2020 → Present
    New York, NY
  • 02/2020 → Present
    New York, NY
  • 08/2015 → 02/2020
    Axa Advisors, Llc
    Bala Cynwyd, PA
  • 06/2020 → 12/2023
    The Leaders Group, Inc.
    Littleton, CO
  • 12/2023 → Present
    Benco Union Advisors, Llc
    Philadelphia, PA
  • 12/2023 → 06/2026
    Waltham, MA
  • 06/2026 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 06/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-14
S63 Uniform Securities Agent State Law Examination 2015-12-08
  • S65 Uniform Investment Adviser Law Examination
    2016-01-14
  • S63 Uniform Securities Agent State Law Examination
    2015-12-08
Other Names
  • Benjamin R. White
  • Ben White

View on SEC IAPD

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