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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-06 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
27710 Jefferson Avenue Suite 102, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sycamore Academy | Wildomar | CA | 10/2019 | 11/2019 |
| Welk Resorts | Escondido | CA | 05/2019 | 09/2019 |
| Lake Elsinore Unified School District | Lake Elsinore | CA | 12/2017 | 05/2019 |
| Ponte Vineyard Inn | Temecula | CA | 05/2018 | 04/2019 |
| Outdoor Adventures By Boojum | Temecula | CA | 04/2017 | 06/2017 |
| Target | Palm Desert | CA | 06/2016 | 01/2017 |
| Unemployed | Temecula | CA | 06/2017 | 12/2017 |
| Unemployed | Temecula | CA | 02/2017 | 04/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2019 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 03/2020 | Present |
(1) AJT Wealth Consultants; DBA; Investment Related; 27710 Jefferson Ave, Suite 102, Temecula, CA 92590; Financial Advisor; Selling term life insurance; Start 11/27/2023; 20 hours/month during trading. (2) Toastmaster International, non-investment related, Public Speaking Club, President, 07/01/2022, 0 hours per month during trading hours. (3) BNI; Non-Profit Organization; Not investment Related; Vice President; Head of membership, club stats, and overall club management; Start 7/3/2023; 4 hr/mo during trading. (4) Young Valley Professionals; Not investment related; Networking Professional Development; 26790 Ynez Ct, Ste A, Temecula, CA 92591; Community Outreach Chair; Start 1/10/25; 6 hour/month during trading. (5) Outdoor Adventures by Boojum; Outdoor Education Program; Non-Profit; 43300 Business Park Dr, Ste A-106; Temecula, CA; Treasurer of the Board; Help advise on business operations, Reviewing balance sheet and loan documents to advice officers; Start 7/1/25; 4 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
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