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165 Village St, Medway, MA 02053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-09 |
| MA | RA | APPROVED | 2020-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 06/2005 | 04/2019 |
| Tiaa | Waltham | MA | 06/2005 | 04/2019 |
| Edward Jones | St.LOuis | MO | 11/2019 | 01/2020 |
| Unemployed | Chelmsford | MA | 05/2019 | 10/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 03/2020 | Present |
1) JR INSURANCE BROKERAGE; 165 VILLAGE STREET MEDWAY, MA 02053; FIXED INSURANCE; INSURANCE AGENT; 2019, 2 HOURS PER MONTH DEVOTED; 2 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; FIXED INSURANCE 2) RICHARDSON FINANCIAL SERVICES; INVESTMENT RELATED; 165 VILLAGE STREET MEDWAY, MA 02053; FINANCIAL PLANNING; RIA FEES; AND FIXED INSURANCE; FINANCIAL ADVISOR; 160 HOURS DEVOTED PER MONTH; 160 HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS. 3) Referee - Ice hockey; not investment related; start date 4/17/2021; independent contractor - no fixed location; 15 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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