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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-26 |
Branch Locations
101 West Big Beaver Road Suite 810, Troy, MI 48084 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • 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 |
|---|---|---|---|---|
| Michigan Senior Society | Troy | MI | 08/1997 | Present |
| First Allied Securities, Inc | San Diego | CA | 06/2015 | 11/2020 |
| First Allied Advisory Services, Inc | Chesterfield | MO | 06/2015 | 11/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2020 | 02/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2020 | 02/2025 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 02/2025 | Present |
(1) SW Funding LLC; Not investment related; 101 W Big Beaver Rd, Ste 810, Troy, MI 48084; Owner; Filed for LLC but never took any further steps; Start 2/15/2022; 0 hours. (2) Sawchuk Wealth LLC; Not investment related; 101 W Big Beaver Rd. Ste 810, Troy, MI 48084; Collection of rent from subletter Michigan Premier Law; Provide sublet space (two offices) to Michigan Premier Law; Start 11/1/2020; 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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