Best Investors Account Sign in
Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-11
  • FL RA
    APPROVED
    Since 2023-12-11

Branch Locations

6830 Central Avenue Suite D, St. Petersburg, FL 33707 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation St. Petersberg FL 05/2006 10/2017
Securities America Inc. St. Petersburg FL 10/2017 12/2023
Securities America Advisors St. Petersburg FL 10/2017 12/2023
J.W. Cole Advisors, Inc Tampa FL 12/2023 Present
J.W. Cole Financial, Inc. Tampa FL 12/2023 Present
Ten Eyck Financial Services Group, Llc St. Petersburg FL 08/2011 Present
  • 05/2006 → 10/2017
    National Planning Corporation
    St. Petersberg, FL
  • 10/2017 → 12/2023
    Securities America Inc.
    St. Petersburg, FL
  • 10/2017 → 12/2023
    Securities America Advisors
    St. Petersburg, FL
  • 12/2023 → Present
    J.W. Cole Advisors, Inc
    Tampa, FL
  • 12/2023 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 08/2011 → Present
    Ten Eyck Financial Services Group, Llc
    St. Petersburg, FL
Previous Registrations
  • 2017-10-25 → 2023-12-15
    Securities America Advisors, Inc.
    St. Petersburg, FL
  • 2006-05-04 → 2017-10-26
    National Planning Corporation
    St. Pete Beach, FL
    St. Petersburg, FL
  • 2010-01-06 → 2012-08-01
    Advantage Investment Management, Llc
    St Petersburg, FL
  • 2004-01-01 → 2006-05-12
    St Petersburg, FL
  • 2002-02-02 → 2004-01-01
    Locust Street Securities, Inc.
    St. Petersburg, FL
Other Businesses

(1) Mortgage loan origination; Not investment related; 8235 Natures Way, Lakewood Ranch, Fl. 34202; SR. Loan Officer; Start 5/4/2018; 0-4 hours/month during trading. (2) Membership Group for real estate activities; Not investment related; 4590 Ulmerton Rd., Clearwater, Fl 33762; Realtor; Start 7/23/2018; 0 hours during trading. (3) Robert G Ten Eyck; Real Estate Sales; Not investment related; 1100 4th Street N, St Petersburg, Fl. 33701; Real Estate Agent; Start 2/9/2026; 0-4 hours/month during trading. (4) First Florida Planning Agency of Tampa Bay, Inc.; DBA; Not investment related; 6830 Central Ave, Suite D, St Petersburg, Fl. 33707; Owner; Agency set up to receive commissions on insurance business ; Start 10/14/1996; 0 hours during trading. (5) Ten Eyck Financial Services Group, LLC; DBA; Investment related; 6830 Central Ave, Suite D, St Petersburg, Florida 33707; Financial Advisor; Owner; Financial Planning and advice to existing and new clients through JW Cole, Tax Preparation (initial meeting to meet client and gather tax documents); Payroll Services through a wholesale agreement with ADP; Start 8/3/2011; 150 hours/month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-06-18
  • S63 Uniform Securities Agent State Law Examination
    2002-06-18
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor