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1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-26 |
Branch Locations
1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-24 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1601 E Main Street Suite 1C, St Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2025 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2018 | Present |
| Menards | Elgin | IL | 05/2016 | 08/2017 |
| Full-Time Student Athlete | Aurora | IL | 08/2017 | 05/2018 |
(1) Chicago Investment Advisory Council, Inc.; DBA; 1601 E Main Street, Suite 1C, St. Charles IL 60174; Investment related; Client services representative; Support the primary advisor with assistance for meeting prep and assist clients with account maintenance; Start 05/2018; 172 hours/month; 175 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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