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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-16 |
Branch Locations
1967 Lincoln Way, White Oak, PA 15132 • 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 |
|---|---|---|---|---|
| Synergy Group | White Oak | PA | 01/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 05/2018 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
(1) Synergy Group; 1967 Lincoln Way, White Oak, PA 15131; Retirement Planning; Fixed Insurance Products; Marketing Director. Help with marketing; I started working here in January of 2014; 5 hours a day devoted to this business.20-25 hours a week devoted to this business. (2) Little Stephen Group, LLC; Payroll deposits and tax purposes; Investment related; 686 Fuithurst Drive, Pittsburgh, PA 15228; Assistant Advisor; Record keeping and tax filing as an assistant advisor; Start 10/1/2023; 40 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-13 |
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