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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-06 |
Branch Locations
179 Sully's Trail. Suite 302, Pittsford, NY 14534 • 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 |
|---|---|---|---|---|
| Mirsky Financial Management Corp. | Rochester | NY | 10/2017 | 12/2021 |
| Tompkins Financial Advisors | Pittsford | NY | 01/2010 | 10/2017 |
| Mercer Global Advisors | Rochester | NY | 12/2021 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 08/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2025 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | 11/2025 |
(1) Colgan Capital; Not investment Related; 179 Sully's Trail, Ste 302, Pittsford, NY 14534; Salary paid from LLC; Start 6/1/2022. 0 hours. (2) Montage Wealth Management; DBA; Investment Related; 179 Sully's Trail, Ste 302, Pittsford, NY 14534; Financial Advising; Wealth Advisor; Start 6/1/2022; 200 hour/month, 160 hours/month during trading. (3) Fixed Insurance; Fixed Annuity and Life Insurance; Not investment related; 179 Sully's Trail, Ste 302, Pittsford, NY 14534; Start 10/2025; 1 hour/month, 1 Hour/month during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-21 |
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