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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-23 |
Branch Locations
8758 Seminole Blvd, Seminole, FL 33772 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| West Coast Accounting Inc. | Seminole | FL | 01/2014 | Present |
| Calton & Associates, Inc. | Seminole | FL | 01/2017 | 01/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2023 | Present |
(1) West Coast Accounting & Financial Services, Inc; 8758 Seminole Blvd, Seminole, FL 33772; Tax & Accounting Services; President; start 1/2/2014; 30 hr/mo, 30 hr/mo during trading. (2) Vanhorenbeck Financial Group; DBA; Investment related; 3001 Countryside Boulevard, Clearwater FL 33761; Financial Planning; Partner; Start 1/15/2023; 5 hr/mo, 5 hr/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
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