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Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-22
NY RA APPROVED 2021-02-20
  • TX RA
    APPROVED_RES
    Since 2025-10-22
  • NY RA
    APPROVED
    Since 2021-02-20

Branch Locations

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

179 Sully's Trail Suite 305, Pittsford, NY 14534 • 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
Champlin & Associates Rochester NY 01/2013 Present
Hornor Townsend & Kent Inc Horsham PA 03/2016 02/2021
J.W. Cole Financial, Inc. Tampa FL 02/2021 Present
J.W. Cole Advisors, Inc. Tampa FL 02/2021 Present
  • 01/2013 → Present
    Champlin & Associates
    Rochester, NY
  • 03/2016 → 02/2021
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 02/2021 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 02/2021 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
Other Businesses

(1) DBA - Champlin & Associates; investment related; advisor - start date 3/2016; 179 Sully's Trail Suite 305, Pittsford, NY 14534; insurance brokerage; 26-40 hours per month, all during trading. (2) Fixed insurance; not investment related; agent - start date 3/2016; 179 Sully's Trail Suite 305, Pittsford, NY 14534; sales & services of fixed insurance products including life, health, accident, disability & LTC; 140 hours per month, all during trading. (3) Home Start Hope; Not investment related; PO Box 858, Webster, NY 14580; Board Chair (President); Run monthly board meetings, work closely with the CEO to help with the mission of Home Start Hope, prepare agendas, etc.; Start 3/12/2024; 0 hours during trading. (4) Greater Rochester Athletic Development; Not Investment Related; Rochester, NY; Non-profit youth athletics program; President; Officer, Volunteer; 08/2026; 0 hrs/mo during trading hrs; Monthly board meetings, facilitate meetings, offer ideas for the program (5) Her One Life; Not investment related; 3229 Sunset Dr, Walworth, NY 14568; Motivational speaking; Owner; Sole proprietor; 8/2026; 10 hrs/mo during trading hrs; Social media and speaking events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2016-05-03
  • S65 Uniform Investment Adviser Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2016-05-03
Other Names
  • Amanda Lynn Alfaro
  • Amanda Lynn Champlin
  • Amanda L Williams

View on SEC IAPD

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