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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-03 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
3330 L & N Drive Ste I, Huntsville, AL 35802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freed-Hardeman University Office Of Admissions | Henderson | TN | 12/2017 | 05/2019 |
| Vector Wealth Strategies | Huntsville | AL | 06/2019 | 08/2019 |
| Vector Wealth Strategies | Huntsville | AL | 03/2020 | 07/2020 |
| Tennessee Technological University | Cookeville | TN | 08/2017 | 12/2017 |
| Freed-Hardeman University | Henderson | TN | 01/2018 | 05/2020 |
| Angels Baseball Organization, Llc | Mt. Juliet | TN | 05/2016 | 08/2018 |
| Freed-Hardeman University Office Of Disability Services | Henderson | TN | 08/2016 | 05/2017 |
| Vector Wealth Strategies | Huntsville | AL | 07/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | 02/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2026 | Present |
(1) Fixed Insurance Sales; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Investment related; Senior Advisor; Fixed insurance sales as an Agent under the name Vector Wealth Strategies through Ash Brokerage while affiliated with JW Cole; less than 4 hour/month, less than 4 hours/month during trading. (2) Rental Property; 205 Cherry Laurel Dr, Hazel Green, AL 35750; Not investment related; Owner; Owning and maintaining property for tenants; Start 9/27/25; 5 hours/month, less that 1 during trading. (3) Community of Hope; Non-Profit; Not investment related; P.O. Box 423, Huntsville, AL 35804; Treasurer; Prepare analysis and financial statements for quarterly board meetings; Start 8/9/24; 3 hours/month, less than 1 during trading. (4) Vector Wealth Strategies LLC; DBA; Investment Related; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Senior Advisor; Fixed insurance sales as an Agent under Vector Wealth Strategies LLC; Start 6/15/2020; 4 hours/month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-13 |
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