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360 Central Ave, Suite 800, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-28 |
| VA | RA | APPROVED | 2018-10-15 |
| FL | RA | APPROVED | 2018-07-17 |
Branch Locations
360 Central Ave, Suite 800, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2016 | 04/2018 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2017 | 04/2018 |
| Hygge Advisors, Llc | St Petersburg | FL | 08/2017 | Present |
| Transamerica Financial Advisors, Inc. | Saint Petersburg | FL | 10/2014 | 12/2016 |
1. Independent consultant for physical precious metals (non-securities) and other alternative investments that are non-securities (i.e. cryptocurrencies) 2. organizer of conferences and seminars that deal with financial topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-02 |
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