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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-26 |
| VA | RA | APPROVED | 2019-04-16 |
Branch Locations
13537 Waterford Place, Midlothian, VA 23112 • 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 |
|---|---|---|---|---|
| Fdaa, Inc. | Midlothian | VA | 06/2007 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2010 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
1) COMPANY: FINANCIAL DYNAMICS & Associates ADDRESS: 13537 WATERFORD PLACE, MIDLOTHIAN, VA 23112 POSITION: PRESIDENT DATES: 06/2007-PRESENT DUTIES: MEETING WITH CLIENTS IN ALL ASPECTS FROM REVIEWING THEIR POLICIES TO WRITING POLICIES, FINANCIAL PLANNING MEETINGS WITH CLIENTS COVERING A RANGE FINANCIAL, INVESTMENT, AND INSURANCE SOLUTIONS TO FIT CLIENT GOALS; HOURS: 50 TO 60 HOURS PER WEEK 2) COMPANY: WRIGHT ADVICE CONSULTING ADDRESS: 14312 Grey Goose Ct, Midlothian, VA 23114 POSITION: PRESIDENT DATES: 6/2013-PRESENT DUTIES: PROVIDE CONSULTING SERVICES TO FINANCIAL AND INSURANCE PROFESSIONALS TO IMPROVE THEIR PRACTICE. HOURS: 1% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-18 |
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