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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-11-02 |
Branch Locations
1620 Mahtomedi Avenue, Mahtomedi, MN 55115 • 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 |
|---|---|---|---|---|
| Sii Investments, Inc/Ramsay Financial Advisores, Llc | Mahtomedi | MN | 08/1976 | 11/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2017 | Present |
(1) RAMSAY & ASSOCIATES, LTD - CPA FOR ACCOUNTING, TAX & CONSULTING SERVICES. (2) FIXED INSURANCE PRODUCTS - LICENSED AGENT. (3) MANITOU CROSSINGS - PARTNER/MANAGER OF REAL ESTATE. (4) 1614, LLC - PARTNER INVOLVED WITH COMMERCIAL AND RESIDENTIAL RENTAL PROPERTY. (5) ROTARY DISTRICT GRANT COMMITTEE - TREASURER. (6) CHRISTIAN SCIENCE CHURCH - TREASURER AND BOARD MEMBER. (7) DBA Ramsay Wealth Management, Ltd.; INVESTMENT RELATED; 1620 Mahtomedi Avenue; DBA FINANCIAL PLANNING; PRESIDENT; Start date 11/2/2017; 130 HRS/MO ALL DURING TRADING HRS (8) Rotary District 5960; Not investment related; Non-profit; 1620 Mahtomedi Ave, Mahtomedi, MN 55115; Treasurer & Board Member; Look over financial statement and attend board meetings, sign checks as a second signer; Start 9/5/2023; 1 hour/mo. during trading. (9) Ramsay Capital Group, Ltd; Financial Services; 1620 Mahtomedi Ave, Mahtomedi MN 55115; Investment Related; Registered Investment Advisor Representative; Financial Planning; Start 9/19/2024; 160 hours /month, 160 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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