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Alicia Marie Moore

J. W. Cole Advisors, Inc.

Tampa, FL

State College, PA

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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 2026-02-27
  • PA RA
    APPROVED
    Since 2026-02-27

Branch Locations

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

1524 W College Ave Ste 1, State College, PA 16801 • 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
Diversified Asset Planners, Inc. State College PA 04/2016 Present
J.W. Cole Financial, Inc. Tampa FL 02/2017 Present
J.W. Cole Advisors, Inc. Tampa FL 02/2026 Present
  • 04/2016 → Present
    Diversified Asset Planners, Inc.
    State College, PA
  • 02/2017 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 02/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

1) Diversified Asset Planners; DBA for securities business; Address: Same as branch 2) Insurance sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-25
S63 Uniform Securities Agent State Law Examination 2017-05-10
  • S65 Uniform Investment Adviser Law Examination
    2026-02-25
  • S63 Uniform Securities Agent State Law Examination
    2017-05-10
Other Names
  • Alicia Marie Bosak

View on SEC IAPD

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TRUADVISORS · TAMPA, FL
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