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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-17 |
Branch Locations
8470 Enterprise Circle Suite 301-F, Lakewood Ranch, FL 34202 • 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 |
|---|---|---|---|---|
| Vimvest Securities, Llc | Sarasota | FL | 01/2018 | 02/2022 |
| Banker's Life | Sarasota | FL | 02/2017 | 01/2018 |
| Shell Fackler | Milwaukee | WI | 07/2008 | 10/2016 |
| Oasis Staffing | Sarasota | FL | 11/2016 | 02/2017 |
| Florio Wealth Management, Llc | Seminole | FL | 01/2023 | 08/2023 |
| Crux Wealth Management | Sarasota | FL | 03/2022 | 01/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2023 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2023 | Present |
(1) J&J Wealth Advisors; DBA; Investment Related; 8470 Enterprise Circle, Suite 301-F, Lakewood Ranch FL 34202; Advisor; Conducting meetings with clients, opening accounts, investment advice, making plans and taking notes; Start 8/10/2023; 160 hrs./mo. 160 hrs./mo. during trading. (2) Notary Public; Not investment related; 8470 Enterprise Circle, Ste 301-F, Lakewood Ranch, FL 34221; Notary Public; Notary; Independent Contractor; 4/2026; 0 hrs/mo during trading hrs; Providing Notary services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-26 |
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