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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
Branch Locations
601 St. John's Ave Palatka Fl 32177, Palatka, FL 32177 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2025 | Present |
| Smith & Nephew Orthopedics | Memphis | TN | 10/2008 | 02/2022 |
| Agility Performance Consulting | Ponte Vedra | FL | 03/2022 | 09/2023 |
| Symbios | Ponte Vedra | FL | 10/2023 | Present |
(1) St. Johns Asset Management, LLC; DBA; 5233 San Jose Blvd, Suite 1, Jacksonville, FL 32207; Financial Planning firm; Financial Advisor; Start 4/2025; 120 hours/month, 28 hours/month during trading. (2) Symbios; Not investment related; Company is based in Switzerland, Medical Device Sales; General Manager; Start 10/2023; 48 hours/month, 10 hours/month during trading. (3) Works of T2 LLC; Personal LLC; Not investment related; 213 Mahi Dr, Ponte Vedra, FL 32801; Manager; Owns approximately 7% of two restaurants/bars and receives occasional distributions; Start 8/2012; 1 hour/month, 0 during trading. (4) Fixed Insurance; Fixed insurance sales; 5233 San Jose Blvd, Jacksonville FL; Not investment related; Agent; Start Date: 10/1/2025; Hours during trading: 10 hour/month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-13 |
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