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J. W. Cole Advisors, Inc. CRD 112294
$8.25B regulatory AUM 1,971 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-27 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
975 Ebner Dr, Webster, NY 14580 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2024 | Present |
| R.P. Damico & Associates | Webster | NY | 09/2022 | Present |
| School | Rochester | NY | 09/2011 | 06/2024 |
(1) R.P. Damico & Associates, Inc.; DBA; 975 Ebner Dr, PO Box 314, Webster NY 14580; investment-related; insurance sales; associate; 09/2022; 20 hours; 20 hours; insurance sales. (2) RPD Properties LLC; non-investment related; 1461 Harris Rd, Webster NY 14580; property management; manager; 03/2022; 25 hours; 10 hours; property management. (3) McQuaid Jesuit High School; 1800 S. Clinton Ave, Rochester, NY 14618; Not investment related; Head Coach of Modified Rugby; Head of coach for modified rugby, grades 6-8; Start 3/31/25; 18 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-26 |
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