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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-06 |
Branch Locations
179 Sully's Trail Ste 302, Pittsford, NY 14534 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colgan Capital | Pittsford | NY | 04/2011 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2011 | 11/2025 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2025 | Present |
(1) Montage Wealth Management; DBA; Securities & Financial Planning; 179 Sully's Trail, Pittsford, NY 14534; Not investment related; Owner; Business operations and financial planning; 200 hours/month, 160 hours/month during trading. (2) Colgan Capital; DBA Montage Wealth Management; Securities & Financial planning; 179 Sully's Trail, Pittsford, NY 14534; Not investment related; Owner; Started in March 2004; 200 hours/month, 160 hours/month during trading. (3) KAFL Fixed Insurance; Not investment related'; 179 Sully's Trail, Pittsford, NY 14534; Process fixed insurance and life insurance; Start 2010; 3 hours/month, 3 hours/month during trading. (4) Plan your Legacy; Book Publishing; 179 Sully's Trail Pittsford, NY 14534; Not investment related; Owner; Occasionally edit and re-publish book; Start 3/2011; 1 hour/month, 1 hour/month during trading. (5) Wings for Widows; Financial Planning; Not investment related; 179 Sully's Trail, Pittsford, NY 14534; Volunteer; Pro-bono financial planning for widows; Start 2/2025; 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
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