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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 |
| AZ | RA | APPROVED | 2024-01-30 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
310 S. Williams Blvd Suite 180, Tucson, AZ 85711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Financial Services | Tucson | AZ | 06/2012 | Present |
| Voya Financial Advisors | Tucson | AZ | 09/2014 | 01/2020 |
| Lpl Financial, Llc | Tucson | AZ | 01/2020 | 01/2024 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2024 | Present |
(1) Foster Financial Services LLC; DBA; Financial Services; Investment related; 310 S. Williams Blvd, Ste 180, Tucson, AZ 85711; Founder/Owner; Work as an advisor servicing clients for Foster Financial Service; Start 5/1/2012; 160 hours/month, 160 hours/month during trading. (2) Foster Wealth Management; DBA; Investment Related; 310 W. Williams Blvd, Ste 180, Tucson, AZ 85711; Owner/Founder; Financial Services; Start 1/1/2024; 160 hours/month, 160 hours/month during trading. (3) Life Insurance Agent; Not investment related; 310 S. Williams Blvd, Ste 180, Tucson, AZ 85711; Producer; Provide Life insurance products to clients that need Life Insurance as a part of our planning; Start 2009; 40 hours/month, 10 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-08 |
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