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Current Employers
Cfci

674 S. College Avenue, Bloomington, IN 47403 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-02
  • IN RA
    APPROVED
    Since 2026-03-02

Branch Locations

674 S. College Avenue, Bloomington, IN 47403 • United States

J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-03-23
  • IN RA
    APPROVED
    Since 2023-03-23

Branch Locations

674 S College Avenue, Bloomington, IN 47403 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
J.W. Cole Financial, Inc Tampa FL 06/2021 Present
Wholesale Nutrition Southaven MS 05/2017 08/2018
Gnc Hernando MS 01/2017 05/2017
Lander's Center Southaven MS 01/2016 01/2017
First Horizon Bank Hernando MS 07/2020 06/2021
Full - Time Student Oxford MS 08/2018 05/2020
J.W. Cole Advisors, Inc. Tampa FL 03/2023 Present
Comprehensive Financial Consultants Institutional, Inc. Bloomington IN 01/2026 Present
  • 06/2021 → Present
    J.W. Cole Financial, Inc
    Tampa, FL
  • 05/2017 → 08/2018
    Wholesale Nutrition
    Southaven, MS
  • 01/2017 → 05/2017
    Gnc
    Hernando, MS
  • 01/2016 → 01/2017
    Lander's Center
    Southaven, MS
  • 07/2020 → 06/2021
    First Horizon Bank
    Hernando, MS
  • 08/2018 → 05/2020
    Full - Time Student
    Oxford, MS
  • 03/2023 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 01/2026 → Present
    Comprehensive Financial Consultants Institutional, Inc.
    Bloomington, IN
Other Businesses

(1.) Comprehensive Financial Consultants; DBA; Investment Related; 674 S. College Ave, Bloomington, IN 47403; Assistant; Client services; Start 6/16/2021; 160 hrs/mo, 160 hrs/mo during trading. (2.) J.W. Cole Advisors, Inc.; RIA, Licensed Assistant; 01/2025; Investment Related; Investment/Financial Advising; Approximate 5 hours dedicated per month (3.) J.W. Cole Financial, Inc., Broker dealer; Registered Representative; 07/2018; Investment Related; Investment/Financial Advising; Approximate 115 hours dedicated per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-14
  • S66 Uniform Combined State Law Examination
    2023-03-14

View on SEC IAPD

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