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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-13
  • PA RA
    APPROVED
    Since 2026-05-13

Branch Locations

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Mechanicsburg, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Energysage Boston MA 01/2022 05/2025
Legacy Wealth Advisors Syracuse NY 07/2020 12/2021
Gateway Diversified Syracuse NY 06/2021 08/2021
N/A Boston MA 08/2018 05/2022
N/A Syracuse NY 01/2015 06/2018
Rkl Private Wealth Lancaster PA 09/2025 05/2026
Unemployed Cazenovia NY 06/2025 08/2025
J.W. Cole Financial, Inc. Tampa FL 05/2026 Present
J.W. Cole Advisors, Inc. Tampa FL 05/2026 Present
  • 01/2022 → 05/2025
    Energysage
    Boston, MA
  • 07/2020 → 12/2021
    Legacy Wealth Advisors
    Syracuse, NY
  • 06/2021 → 08/2021
    Gateway Diversified
    Syracuse, NY
  • 08/2018 → 05/2022
    N/A
    Boston, MA
  • 01/2015 → 06/2018
    N/A
    Syracuse, NY
  • 09/2025 → 05/2026
    Lancaster, PA
  • 06/2025 → 08/2025
    Unemployed
    Cazenovia, NY
  • 05/2026 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 05/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1) Legacy Wealth Advisors of NY; Wealth Management; 549 Brook Shire Ct, Mechanicsburg, PA 17055; Investment Related; Associate; Start 5/11/2026; 160 hours/month, 160 hours/month during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2026-01-23
Other Names
  • Ryan Peter Modzeleski

View on SEC IAPD

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