Randall Geraldo Boston

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 07/2019
  Pruco Securities Llc
  Tampa, FL
• 03/2014 → 07/2019
  The Prudential Insurance Company Of America
  Tampa, FL
• 07/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2015-10-08 → 2019-07-31
  Pruco Securities, Llc.
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

(1) RBH INVESTMENTS, LLC - NON-INVESTMENT RELATED - 6930 MARBLE FAWN PL, RIVERVIEW, FL 33578 - PERSONAL RENTAL PROPERTIES - MANAGER - 02/09/2010 - 2 HOURS DEVOTED PER MONTH - 0 HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS - OVERSEE THE PROPERTY MANAGER. (2) BOSTON INTEGRITY, LLC - NON-INVESTMENT RELATED - 6930 MARBLE FAWN PLACE, RIVERVIEW, FL33578 - ACCOUNTING PURPOSES - MANAGER - 06/24/2015 - 8 HOURS PER MONTH DEVOTED - 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS - THIS IS FOR ACCOUNTING PURPOSES. (3) BOSTON INTEGRITY FINANCIAL SERVICES & INSURANCE - DBA (ALSO DBA NAME FOR BOSTON INTEGRITY, LLC) - INVESTMENT RELATED - 6930 Marble Fawn Pl, Riverview, FL 33578 - DOING BUSINESS AS NAME - MANAGER - 06/02/2017 - 20 HOURS PER MONTH DEVOTED - 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS - FINANCIAL PLANNING, INVESTMENTS AND FIXED INSURANCE SALES. (4) FIXED INSURANCE - 50 HOURS PER MONTH DEVOTED - 50 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. (5) BNI Roaring Revenue; Networking organization; Not investment related; 311 W Fletcher Ave, Tampa, FL 33612; Membership Committee Member; General responsibilities involve preparing a two minutes educational moment each for the members of the networking group; Start 10/1/2024; 6 hours/month during trading. (6) Boston Integrity LLC; Business Consultant; Not investment related; 6930 Marble Fawn Pl, Riverview, FL 33578; Business Consultant; Start 9/11/24; 8 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-03-18
• S65 Uniform Investment Adviser Law Examination
  2015-10-05

Designations

• Chartered Financial Consultant