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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-05-10 |
Branch Locations
44 Markfield Drive Suite G, Charleston, SC 29407 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Charleston | SC | 09/2012 | 05/2019 |
| Independent Financial Partners | Charleston | SC | 03/2013 | 05/2019 |
| J.W. Cole Financial, Inc | Tampa | FL | 05/2019 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2019 | Present |
(1) 2/26/2013: Big Rock Wealth Management, LLC -Investment Related - At Reported Business Location(s) - DBA - President - 09/2012 - 160 hrs per month devoted - 160 hrs per month devoted during trading hours - Investment Advisor (2) 11/18/2016: Fixed Insurance - Investment Related - At Reported Business Location(s) Started 10/21/2016 - 5 Hours Per Month/4 Hours During Securities Trading. (3) Jamie Lynn Amick Trust - Trustee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-20 |
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