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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-12-03 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
5840 Lorac Drive Unit 8, Clarkston, MI 48346 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Clarkston | MI | 05/2016 | 07/2018 |
| Triad Advisors Llc | Norcross | GA | 07/2018 | 12/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 12/2021 | Present |
| Continuum Advisorhy | Eagle | ID | 07/2018 | 12/2021 |
(1) JWC Wealth Management; DBA; Investment related; 5840 Lorac Drive, Unit 8, CLARKSTON MI 48346; Wealth Management; Advisor; Start 2/1/2026; 100 hours/month during trading. (2 ) Fixed Insurance; Investment related; 5840 Lorac Drive, Unit 8, Clarkston, MI 48346; Life Insurance and annuities; Financial Planner; will use fixed insurance if best interest & suitable for client; Started 2000; 2 hours/month, 2 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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