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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
Branch Locations
4075 County Road 106, Oxford, FL 34484 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2019 | Present |
| Atlantic Sun Financial Group | Oxford | FL | 10/2019 | 04/2024 |
| Easy Street | Ocala | FL | 10/2017 | 05/2021 |
| Marion County School Board | Ocala | FL | 04/2018 | 03/2020 |
| None | Ocala | FL | 05/2011 | 10/2017 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2024 | Present |
(1) Fortitude Wealth Planners, LLC; DBA; Investment related; 4075 County Road 106, Oxford, FL 34484; Financial Planning; Advisor; Creating financial plans, opening new client accounts, account maintenance, fixed insurance; start 4/19/2024; 160 hours/month, 160 hours/month during trading. (2) Dwiyana Edwards - Notary; Not investment related; 4055 County Road 106, Oxford, FL 34484; Notary; Notary; Start 9/10/2025; 0 hours/month during trading. (3) Marion County Youth Football League; Youth football league; Not investment related; 2200 SE 36th Ave, Ocala, FL 34470; Senior Cheer Division Representative; Start 4/1/2026; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
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