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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-18 |
Branch Locations
1224 Mill St Building B, Suite 115, East Berlin, CT 06023 • 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 |
|---|---|---|---|---|
| Ccf Investments, Inc. | Greensboro | GA | 03/2009 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 11/2017 |
| Capital Choice Financial Services Inc | Newington | CT | 03/2009 | 10/2017 |
| Boundless Financial Solutions Llc | Newington | CT | 03/2009 | Present |
| Questar Capital Corporation | Minneapolis | MN | 11/2017 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 12/2017 | 07/2018 |
| Woodbury Financial Services, Inc. | Newington | CT | 03/2019 | 05/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2023 | Present |
(1) BOUNDLESS FINANCIAL SOLUTIONS LLC.; DBA; Investment Related; 1224 Mill Street, Building B, Suite 115, CT; Owner/Senior Partner, Insurance Agent and Owner; Insurance Sales, overseeing a team of licensed reps, overseeing marketing as related to non securities business; start 12/2009; 160 hr/mo, 160 hr/mo during trading. (2) SOCIETY OF FINANCIAL AWARENESS (SOFA); 3655 Ruffin Rd, Ste 230; San Diego, CA 92123; Not investment related; Non-Profit focusing on providing financial education across America; Member; Start 1/1/2023; 2 hr/mo, 2 hr/mo during trading. (3) POOR RICHARD'S FINANCIAL LITERACY; Not investment related; 41 Sylvan Rd, New Britain, CT 06053; Member; Non-Profit focusing on providing financial education across America; Start 1/1/2023; 2 hr/mo, 2 hr/mo during trading. (4) Boundless Financial Solutions Platinum Service; Insurance, Trust, Wills and other; Not investment related; 174 South Road, Suite 123, Enfield, CT 06082; Senior Partner; Oversee insurance business; 40 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-17 |
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