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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| FL | RA | APPROVED | 2017-11-03 |
Branch Locations
2250 Lucien Way Suite 200, Maitland, FL 32751 • 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 |
|---|---|---|---|---|
| Sii Investments Inc | Maitland | FL | 11/2012 | 10/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2017 | Present |
1) FIXED INSURANCE - REPRESENTATIVE OFFERING FIXED INSURANCE PRODUCTS. 2) 360 FINANCIAL FIRM LLC - DBA - OWNER/MANAGER OF FINANCIAL SERVICES BUSINESS. 3) A. SUCESSOR TRUSTEE B. BARRY LEVIN IRREVOCABLE TRUST C. NON-INVESTMENT RELATED D. 0 HOURS PER MONTH 4) Trustee of Paul Kurland Irrevocable Trust - non investment related 5) Executor, POA, Health Care Agent for Family Trust b) 6/9/18 6) Lessor; 2250 Lucien Way, Suite 200, Maitland, FL 32751; Sublease office space to another company; Non-Investment related; 0 hours during trading hours; Start date: 12/19/2022 (7) Steven D Kurland; Rental Residential Property; 879 Little Bend Rd, Altamonte Springs, FL 32714???????; Not investment related; Owner/Lessor; Start Date: 1/28/2026; 2 hour/month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-05 |
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