Best Investors Account Sign in

Rose Angela Dilecce

J. W. Cole Advisors, Inc.

Rockledge, FL

Tampa, FL

CRD 2707751

Claim This Profile
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:

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-11
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2012 → 05/2021
    Allen & Company Of Florida, Inc.
    Viera, FL
  • 08/2019 → 05/2021
    Lpl Financial, Llc
    Viera, FL
  • 05/2021 → Present
    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
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-22
  • S66 Uniform Combined State Law Examination
    2001-05-22
Other Names
  • Rose Raucci
  • Rose Angela Dilecce
  • Rose Angela Raucci
  • Rose A Dilecce

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Rockledge, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor