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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-18 |
Branch Locations
134 Riberia St. Suite 102, St. Augustine, FL 32804 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
601 St. John's Ave, Palatka, FL 32177 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Well Done, Llc Dba Captrust Financial Advisors | Holland | MI | 08/2019 | 06/2020 |
| Hope College | Holland | MI | 08/2015 | 08/2019 |
| Robert Schechter & Associates | Birmingham | MI | 06/2020 | 06/2021 |
| Robert Schechter & Associates | Birmingham | MI | 06/2021 | 06/2023 |
| Schechter Investment Advisors, Llc | Birmingham | MI | 06/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2025 | Present |
(1) St. Johns Asset Management, LLC; DBA; 601 St. John's Ave, Palatka FL 32177; Investment related; Financial Planning; Financial Advisor; 140 hours/month, Start 6/1/2025; 140 hours/month during trading. (2) Dry Land Sucks Charters; Fishing Charter; Not investment related; 157 Mariner St, St. Augustine, FL 32089; Owner; Start 1/1/23; 10-15 hours/month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-09 |
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