Sandra Renee Worsham

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1998 → 12/2018
  Invest Financial Corp
  Tampa, FL
• 01/2019 → 08/2019
  Jackson National Life Insurance Company
  Lansing, MI
• 08/2019 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 09/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 09/2025
  Grove Point Investments, Llc
  Rockville, MD
• 01/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 01/2026 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL
• 09/2025 → 01/2026
  Unemployed
  Germantown, MD

Previous Registrations

• 2021-04-01 → 2025-09-05
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Germantown, MD
• 2019-08-28 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Germantown, MD
• 1998-07-23 → 2018-06-25
  Invest Financial Corporation
  Tampa, FL
  Appleton, WI
  Appleton, WI

Exams

• S66 Uniform Combined State Law Examination
  1998-11-06

Other Names

• Sandra Renee Riggs
• Sandy Riggs
• Sandra Riggs
• Sandra Whited
• Sandra Renee Whited