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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-11 |
Branch Locations
190 Mciver Lane Suite 101, Rockledge, FL 32955 • 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 |
|---|---|---|---|---|
| Allen & Company Of Florida, Inc. | Viera | FL | 03/2012 | 05/2021 |
| Lpl Financial, Llc | Viera | FL | 08/2019 | 05/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2021 | Present |
| Financial Cornerstone Group | Rockledge | FL | 05/2021 | Present |
(1) Rental properties; not investment related; 515 Patrick Avenue, Merritt Island, Fl 33953; 3845 Stonefield Drive, Orlando, Fl 32826; co-owner - start date 7/8/2014; 1 hour per month, 0 during trading. (2) Pietr & Rose DiLecce Revocable Trust; not investment related; 3340 Biscayne Drive Merritt Island FL 32953; trustee - start date 3/1/217; 0 hours per month, 0 during trading. (3) DBA - Financial Cornerstone Group, LLC; investment related; 190 McIver Lane Suite 101 Rockledge, FL 32955; operations manager - start date 5/24/2021; 160 hours per month, 143 hours during trading. (4) Heritage Commons - rental real estate; Rental Property; Not Investment related; 3340 Biscayne Drive, Merritt Island, FL 32953; Landlord; Collect rent/pay bills; Start 11/1/2023; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-22 |
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