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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
30646 Overseas Highway, Big Pine Key, FL 33043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2025 | Present |
| Kulaga Brother's Lawn Service | Tampa | FL | 05/2016 | 06/2023 |
| Wesley Methodist Church | Tampa | FL | 03/2021 | 06/2023 |
| Aqua Prints | Big Pine Key | FL | 05/2024 | Present |
| College Of The Florida Keys | Key West | FL | 07/2023 | 05/2025 |
| Calvary Christian High School | Clearwater | FL | 08/2021 | 05/2023 |
| College Of The Florida Keys Academy | Key West | FL | 08/2023 | 05/2025 |
| University Of Florida | Gainesville | FL | 08/2025 | Present |
| Hillsborough Academy Of Math And Science | Tampa | FL | 08/2018 | 06/2021 |
| Bay Crest Elementary School | Tampa | FL | 08/2013 | 05/2018 |
| Unemployed | Big Pine Key | FL | 06/2023 | 07/2023 |
(1) Aqua Prints; Not investment related; Selling customized water bottles; 1632 Buttonwood Dr, Big Pine Key, FL 33093; Owner; Start 5/30/2024; 20 hours/month, 0 during trading. (2) Leeward Wealth Management; DBA; Investment Related; 30646 Overseas Highway, Big Pine Key FL 33043; Financial Advisor; Start 8/2025; 120 hours/month, 120 hours/month during trading. (3) Ash Brokerage LLC; Solicitation and sale of insurance products including life insurance and annuities; 888 S. Harrison St. Suite 900 Fort Wayne, Indiana 46802; Not investment related; Independent Insurance Agent; Start Date: 2/1/2026; 5-10 hours/month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
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