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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 | 2025-10-22 |
| FL | RA | APPROVED | 2003-01-02 |
Branch Locations
5200 W Newberry Road Building C, Gainesville, FL 32606 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Consolidated Financial Planning | Gainesville | FL | 07/1999 | Present |
| J.W. Cole Financial, Inc. | Lutz | FL | 09/2003 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2009 | Present |
(1) DBA: CORNERSTONE FINANCIAL GROUP AS OF 3/2006(FORMERLY: CONSOLIDATED FINANCIAL PLANNING 7/1999 TO 2006) /INVESTMENT RELATED / OWNER/PRESIDENT/ DOING BUSINESS AS (DBA) COMPANY/MARKETING NAME/ CORPORATION (2) H. DARRELL TIMBERLAKE/ FIXED INSURANCE/ INSURANCE BROKER OR AGENT/ INVESTMENT RELATED/ 20-40 HOURS PER MONTH. (3) TIMBERLAKE PRESERVES LLC/ NON-INVESTMENT RELATED/ TOURS/ TOUR GUIDANCE/ 0 HOURS DURING TRADING. (4) A) BULL & BEAR INVESTMENTS B) NOT INVESTMENT RELATED C) 5200 W NEWBERRY RD STE C GAINESVILLE, FL 32607 D) 8/19/2008 E) PRESIDENT F) LESS THAN 1 HOURS PER MONTH G) LESS THAN 1 HOUR PER MONTH DURING TRADING HOURS H) OFFICE PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-10 |
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