Robert Grahn Teneyck

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Voya Financial Advisors, Inc.
  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

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

Designations

• Certified Financial Planner