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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| AZ | RA | APPROVED | 2025-10-17 |
| FL | RA | APPROVED | 2010-06-28 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
549 N. Wymore Road Suite 208, Maitland, FL 32751 • United States
1420 Celebration Blvd. Suite #200, Celebration, FL 34747 • United States
1030 West Canton Avenue Suite 102, Winter Park, FL 32789 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2010 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2010 | Present |
(1) REY DESCALSO; INVESTMENT RELATED; 1549 N Wymore Road Suite 110B, Maitland, FL 32751; FIXED INSURANCE; AGENT; 2010; 10 HRS/MONTH, 10 DURING TRADING; SALES AND SERVICE; OFFICER; NO CLIENTS INVOLVED. (2) DBA - PRIVADA WEALTH MANAGEMENT; START DATE: 6/10/2010 / INVESTMENT RELATED (3) Privada Tax; not investment related; founder of the LLC - start date 9/18/2020; Tax preparation and planning. Estate planning documentation preparation. Notary Public; 15 hours per month, 10 hours per month during trading. (4) Growing Legacies; Investment related; 1030 W Canton Ave, Ste 102; Winter Park, FL 32789; Financial Planner; Start 3/2/2024; 10 hours/month spent during trading hours. (5) Gaylor Active Money Management; Investment Related; 11811 N Tatum Blvd, Suite 2200, Phoenix, AZ 85025; Financial Planning, Investment Advisor Representative, Registered Representative; Financial Planner; Start 9/1/2025; 30 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-25 |
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