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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| ID | RA | APPROVED | 2013-05-10 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
802 West Bannock Street Suite L 109, Boise, ID 83702 • 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 |
|---|---|---|---|---|
| Roby Financial Group | Boise | ID | 05/2005 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2013 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | Present |
(1) AGENT FOR MARK ROBY AGENCY, INC. DBA ROBY FINANCIAL GROUP - SELLING LIFE, DISABILITY AND HEALTH INSURANCE. (2) A)RICK ROBY AGENCY LLC-DBA B)CHECKING ACCOUNT-BANKING & TAXATION PURPOSES ONLY C)LOCATION: BOISE,ID (3) FIXED INDEXED ANNUITY SALES - DBA ROBY FINANCIAL GROUP - 802 West Bannock Street, Suite L 109, Boise, ID 83702 - 2/28/19 - 40 HRS PER MONTH - 40 DURING TRADING HRS (4) Terri for Idaho; Not Investment Related; 398 S 9th Street, Ste 240, ID 83702; Treasurer for primary and potential General Election for Governor of Idaho; Start 5/2/2023; 1 hr/mo, 0 during trading. (5) Saguaro Canyon HOA; Not investment related; 845 E. Fairview Ave, #100, Meridian, ID 83642; Home Owners Association Board; VP; Start 2/1/2025; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
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