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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-09-24 |
Branch Locations
4981 Cascade Rd Suite B, Grand Rapids, MI 49546 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kentwood | MI | 07/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Caledonia | MI | 09/2008 | Present |
| Cbic | Grand Rapids | MI | 01/2013 | 12/2024 |
| Bridgepoint Wealth Management (Dba) | Grand Rapids | MI | 09/2017 | 12/2021 |
| Cr & Associates | Grandville | MI | 10/2017 | 12/2021 |
| 3635 29Th St. Se, Llc | Grandville | MI | 04/2019 | 12/2021 |
| Lpl Financial Llc | Kentwood | MI | 07/2021 | 08/2021 |
| J.W. Cole Financial, Inc | Tampa | FL | 09/2021 | Present |
| J.W. Cole Advisors, Inc | Tampa | FL | 09/2021 | Present |
(1 ) Various Insurance Carrier; Investment related; 4981 Cascade Rd, Suite B, Grand Rapids MI 49546; Insurance Agent; Sales of insurance products; Start 9/2008; 12 hr/mo, 12 hrs/mo during trading. (2) IFLY & Associates; Not investment related; 4981 Cascade Rd, Suite B, Grand Rapids MI 49546; Pass through for business; Co-owner/accounting for business expenses; Start 9/2021; 4 hrs/mo, 4 hrs/mo during trading. (3) Navigate Financial Group; DBA; 4981 Cascade Rd, Suite B, Grand Rapids MI 49546; Co-owner/marketing of new business for name recognition; Start 9/2021; 4 hrs/mo, 4 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-30 |
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