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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-01 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
49 E. Main Street Rear, Hummelstown, PA 17036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2013 | 04/2017 |
| National Planning Corporation | Hershey | PA | 04/2017 | 10/2017 |
| Securities America, Inc. | Hershey | PA | 10/2017 | 10/2018 |
| Securities America Advisors | Hershey | PA | 10/2017 | 10/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2018 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2018 | Present |
| Infinity Financial Group | Palmyra | PA | 01/2021 | 12/2022 |
(1) Life insurance sales; Position: Insurance agent Nature: Life insurance sales Investment Related: Yes Hours: 10 Securities Trading Hours: 8 Start Date: 10/01/2018; Address: 49 E. Main Street, R Hummelstown, PA 17036. (2) Comprehensive Wealth Strategies; DBA; Investment Related; 49 East Main Street Rear, Hummelstown, PA 17036; Registered Representative; Sales and Services; Start 1/5/2024; 160 hours/month, 160 hours/month during trading. (3) POA for Mother
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-17 |
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