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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 | 2022-12-15 |
Branch Locations
19820 N. 7Th Street Suite 230, Phoenix, AZ 85024 • United States
141 S. Mccormick Street Suite 206M, Prescott, AZ 86303 • 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 |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2015 | 12/2022 |
| Ohio National Financial Services | Cincinnati | OH | 05/2015 | 12/2022 |
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2022 | Present |
| J.W. Cole Advisors, Inc. | Tampaq | FL | 12/2022 | Present |
(1) Freedom Point Financial Services, Inc.; DBA; Investment Related; 141 S. McCormick Street, Suite 206M, Prescott, AZ 86303; Securities, Advisory & Fixed Insurance; Vice President; Started 2/2015; 40 hr/wk, 15 hrs during trading. (2) Freedom Point Financial, LLC.; Investment Related; 141 S. McCormick St, Prescott, AZ 86303; DBA Advisory Services; Sole Proprietor; President; 4/2026; 160 hrs/ mo during trading hrs; Single member LLC, responsible for all day to day operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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