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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-18 |
Branch Locations
600 E. Strawbridge Avenue Suite #100, Melbourne, FL 32901 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valavanis Financial | Melbourne | FL | 05/2010 | 12/2017 |
| Florida State University Office Of Admisssions | Tallahassee | FL | 09/2015 | 08/2017 |
| Florida State University Department Of Athletics | Tallahassee | FL | 08/2017 | 03/2018 |
| Florida State University | Tallahassee | FL | 06/2015 | 03/2018 |
| Valic Financial Advisors, Inc. | Tallahassee | FL | 07/2018 | 11/2019 |
| Unemployed | Tallahassee | FL | 04/2018 | 07/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2020 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2020 | Present |
(1) VALVANIS FINANCIAL; INVESTMENT RELATED; 600 E. STRAWBRIDGE AVE MELBOURNE FL 32901; INSURANCE; SALES; 1/13/2020; 10 HOURS DEVOTED PER MONTH; 5 HOUR DEVOTED PER MONTH DURING SECURITIES TRADING HOURS; SELLING INSURANCE. (2) ACCLAIM FINANCIAL PLANNERS, INC.; INVESTMENT RELATED; 600 E. STRAWBRIDGE AVE. MELBOURNE, FL 32901; FIXED INSURANCE SALES; INSURANCE ADVISOR; 01/13/2020; 20 HOURS DEVOTED PER MONTH; 10 HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS; ADVISING CLIENTS ABOUT INSURANCE. (3) Fyrefly, LLC; Not investment related; 600 E Strawbridge Ave, Melbourne, FL 32901; Manager; Manage my self directed IRA; Start 2/15/2024; 1 hour/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-20 |
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