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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| CA | RA | APPROVED | 2014-08-01 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2659 Townsgate Road Suite 106, Westlake Village, CA 91361 • 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 |
|---|---|---|---|---|
| Burr Financial | Westlake Village | CA | 02/2006 | Present |
| J.P. Turner & Company, Llc | West Lake Village | CA | 06/2013 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2014 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2014 | Present |
D/B/A BURR FINANCIAL; AGENT FIXED INSURANCE LIFE, LONG TERM CARE, DISABILITY INSURANCE, FIXED INDEXED ANNUITIES, 2659 TOWNSGATE ROAD, SUITE 106, WESTLAKE VILLAGE CA 91361.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-31 |
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