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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-07-15 |
Branch Locations
9960 E. Elmwood St, Mesa, AZ 85207 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Elizabeth H. Belisle Income Tax Service | Mesa | AZ | 01/1990 | Present |
| J.W. Cole Financial, Inc | Tampa | FL | 07/2015 | Present |
| J. W. Cole Advisors, Inc. | Tampa | FL | 07/2015 | Present |
(1) ELIZABETH BELISLE (ADDED 7/15/2015); ESTATE PLANNING; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FACILITATE SET UP LIVING TRUSTS; OWNER; 1988; 10 HRS/MONTH , 10 TRADING HRS/ MONTH H; ASSIST CLIENT COO COMPLETION I. OWNER. (2) EB POTTERY (ADDED 7/15/2015); 9960 E. Elmwood St, Mesa AZ 85207; POTTERY SALES; OWNER/ARTIST; 2014 ; 10 HRS/MONTH, 10 TRADING HRS/MONTH; POTTER/PRODUCTION SALES; OWNER/DIRECTOR POSITION. (3) BELISLE & COMPANY; INCOME TAX SERVICE; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; OWNER/PREPARER; 1986; 53 HRS/MONTH; 53 TRADING HRS/MONTH; TAX RETURN PREP J. OWNER. (4) ELIZABETH BELISLE; NON-INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FIXED INSURANCE/LTC; OWNER; 1997; 10 HRS/MONTH H. 10 TRADING HRS/MONTH; INSURANCE SALES PRESENTATIONS J. OWNER. (5) ELIZABETH BELISLE B. FAMILY TRUSTEE; INVESTMENT RELATED; 9960 E. Elmwood St, Mesa AZ 85207; FAMILY TRUSTEE INVESTMENTS; TRUSTEE; 2005; 10 HRS/MONTH, 10 TRADING HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-10 |
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