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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-14 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1145 South 800 East Suite 101, Orem, UT 84097 • United States
826 E State Road Suite 210, American Fork, UT 84003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 03/2021 | Present |
| Allclean Llc | Highland | UT | 07/2017 | 03/2021 |
| Service Mission | Paramaribo | 07/2015 | 07/2017 | |
| Elevate Private Wealth Advisors | Sandy | UT | 04/2019 | 08/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2023 | Present |
(1) Axio Wealth Management, LLC; DBA; Investment related; 1132 N. 1050 E. American Fork, UT 84003; Employee; Operations; Start 3/9/2021; 160 hrs/mo, 160 hrs/mo during trading. (2) Kia Ora 1; Not investment Related; 1132 N. 1050 E, American Fork, UT 84003; Employee; Start 3/9/2021; 1 hour/month, 1 hour/month during trading. (3) Fixed Insurance; not investment related; 1132 N. 1050 East, American Fork, UT 84003; Sales and Service of fixed insurance products; Agent; Start 8/19/2024; 1 hour/month during trading. (4) Buehler Family Co, LLC; Not Investment Related; 1399 North Amiron Way, Unit C, Orem Utah 84057; Accounting and Payroll; Manager/Member; Start 9/1/2025; 0 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-05 |
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