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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-24 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 E. Broad Street Suite 560, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Allentown | PA | 02/2016 | 11/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Mml Investors Services, Llc | Allentown | PA | 03/2017 | 11/2017 |
| Sii | Allentown | PA | 11/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | Easton | PA | 11/2018 | 02/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2025 | Present |
(1) ATLAS ADVISORS, LLC; IAR; Investment Related; 1 E Broad Street, Ste 130; Bethlehem, PA 18018; Investment Advisor Rep; Sales & marketing of securities & investment advisory services; Start 10/1/2022; 160 hours/month, 130 hours/month during trading. (2) ATLAS ADVISORS, LLC - INSURANCE BROKERAGE; IAR; Investment Related; 1 E. Broad Street, Suite 560; Bethlehem, PA 18018; Insurance Broker; Start 10/1/2022; 40 hours/month, 40 hours/month during trading. (3) Jonathan Dolin, LLC; Not investment related; 4013 Hemlock Dr, Coplay, PA 18037; Payroll tax savings; Shareholder; Owner of LLC created to save on taxes, salary paid using personal income; Start 12/18/2019; 0 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-24 |
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