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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 | 2025-08-29 |
| WI | RA | APPROVED | 2017-04-24 |
Branch Locations
W67N222 Evergreen Blvd. Suite 100, Cedarburg, WI 53012 • 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 | Grafton | WI | 04/2013 | 04/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2017 | Present |
1. 04/03/2013 - CRESCENDO WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA 2. FIXED INSURANCE INV REL AT REPORTED BUSINESS LOCATION(S) Licensed Agent START 04/12/2016 5 HRS/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-20 |
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