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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-04-16 |
Branch Locations
123 Ohme Garden Road Suite 1, Wenatchee, WA 98801 • 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 |
|---|---|---|---|---|
| Solomon Financial Group, Inc. | Wenatchee | WA | 10/2009 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2010 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
FIXED ANNUITY AND INSURANCE SALES. WHILE THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR, IT MAY ACCOUNT FOR UP TO 40% OF THE REGISTRANT'S TIME. DBA: Solomon Financial Group, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-02 |
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