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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
Branch Locations
1500 Town Plaza Court, Winter Springs, FL 32708 • 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 |
|---|---|---|---|---|
| Mosaic Wealth Management Group | Winter Springs | FL | 06/2022 | Present |
| J.W. Cole Financial | Tampa | FL | 06/2021 | Present |
| The Master's Academy | Oviedo | FL | 05/2014 | 05/2017 |
| Campbell University | Buies Creek | NC | 05/2017 | 05/2019 |
| Brightway Insurance Company | Oviedo | FL | 05/2019 | 07/2019 |
| Rollins College | Winter Park | FL | 07/2019 | 05/2022 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 09/2025 | Present |
(1) Mosaic Wealth Management Group; DBA; Investment Related; 1500 Town Plaza Court, Winter Springs FL 32708; Financial Planning; Client Experience Team; Start 6/5/2021; 240 hr/mo, 195 hr/mo during trading. (2) BC/DC Investments, LLC; Build and sell real estate; 3545 S Mellonville Ave, Sanford, FL, 32773; Not investment related; Manager; Start Date: 9/1/2025; 0 during trading hours (3) Brooks Cluxton; Not Investment Related; 1500 Lukas Ln, Oviedo, FL 32765; JV Basketball Coach; Head JV Basketball Coach; Start 10/1/2025; 10 or less hours/month during trading.
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