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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-27 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
310 S. Williams Blvd. Ste 180, Tucson, AZ 85711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2026 | Present |
| Sword Health | Tucson | AZ | 01/2025 | 12/2025 |
| Paycor | Tucson | AZ | 01/2016 | 01/2025 |
| Umemployed | Oro Valley | AZ | 01/2026 | 04/2026 |
(1) Foster Wealth Management; DBA; Wealth Management; 310 S. Williams Blvd, Ste 180, Tucson, AZ 85711; Investment Related; Registered Assistant; Support the advisors during client meetings; Start 5/18/2026; 160 hours/month, 160 hours/month during trading. (2) Wild West Title; Online souvenir gift shop; 11084 N Hydrus Ave; Tucson, AZ 85742; Not investment Related; Owner; Send out PDF certificates upon sales; Start 5/1/25; 3 hours/month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
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