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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-13 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
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