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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
TX RA APPROVED_RES 2025-10-22
AZ RA APPROVED 2015-01-02
  • TX RA
    APPROVED_RES
    Since 2025-10-22
  • AZ RA
    APPROVED
    Since 2015-01-02

Branch Locations

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

7055 W. Bell Rd Ste 12, Glendale, AZ 85308 • 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
Life Investors Billings MT 10/2004 Present
J.W. Cole Financial, Inc. Tampa FL 01/2014 Present
J.W. Cole Advisors, Inc. Tampa FL 01/2014 Present
  • 10/2004 → Present
    Life Investors
    Billings, MT
  • 01/2014 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 01/2014 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1) DBA - Keystone Capital Management Group, LLC; investment related; 7055 W. Bell Road Suite 12, Glendale, AZ 85308; investments, financial planning, insurance (life & viatical); owner - start date 2/15/2016; 160 hours per month, 110 during trading. (2) Fixed/Indexed Insurance Product Sales Through Various Carriers; investment related; 7055 W Bell Road Suite 12, Glendale, AZ 85308; agent; fixed insurance sales & service, including Life, LTC, D & annuities; 20 hours per month, 8 hours per month during trading. (3) A. Executive Women International B. Non-Investment related C. 1288 Summit Ave Suite 107 Oconomowoc, WI Phoenix Chapter D. Networking Group E. Executive F. 02/12/2018 G. 1 hour per month H. attend meetings, support fundraisers. (4) Keystone Business Consulting, LLC / DBA Keystone B.E.S.T. Solutions; 7055 . Bell Rd, Ste 12, Glendale, AZ 86308; Not investment related; Education focus on Business consulting, Estate Preparation, Social Security Fundamentals and Tax Planning; 50% Owner with Pamela Prine; Start 9/18/2024; 20 hours /month during trading (5) Arizona Nights Entertainment Company; Entertainment Activities, Casino parties, Bartending, DJ, and Photo Booths; 4143 W Orangewood, Phoenix, AZ  85051; Not investment related; Part time Black Jack Dealer; Start Date:  12/19/2025; 10 hours/month during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-22
  • S66 Uniform Combined State Law Examination
    2004-11-22
Other Names
  • Kimberle Marie Oldenburg

View on SEC IAPD

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