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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-11 |
Branch Locations
17011 Beach Blvd. Suite 900, Huntington Beach, CA 92647 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 03/2021 | 12/2021 |
| Student | Sunset Beach | CA | 03/2011 | Present |
| Starbucks | Huntington Beach | CA | 09/2017 | 02/2018 |
| Pacsun | Orange | CA | 02/2018 | 03/2020 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2020 | 12/2021 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 12/2021 | 04/2023 |
(1) Smith Wealth Partners; DBA; Investment Related; 17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647; Investment Advisory; Investment Advisor; Start 4/14/2023; 120 hrs/mo, 120 hrs/mo during trading. (2) Insurance Services; Not investment related; 17011 Beach Blvd, Ste 900, Huntington Beach, CA 92647; Life and Health Agent; Life/health serving existing clients for their life/LTC needs; Start 9/2/24; 10 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
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