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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-16 |
Branch Locations
1967 Lincoln Way, White Oak, PA 15132 • 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 |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 04/2014 | 04/2019 |
| Synergy | Mckeesport | PA | 12/2006 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2019 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
(1) SYNERGY GROUP FINANCIAL SERVICES AND INSURANCE; 1967 Lincoln Way, White Oak, PA 15131; CONTRACT SALES; START DATE: 12/2006; 120 HOURS/ MONTH; 6 HOURS/ DAY; DUTIES: SALES, MARKETING AND PRESENTATION OF FIXED INSURANCE PRODUCTS; INSTRUCT COLLEGE LEVEL NON-CREDIT COURSES; 1-2010; Calhoun Group; Tax Corporation; Non-Investment Related. (2) pghretirementcourses.com - OBA and DBA; Course Presenter; Non-investment Related; Start date: Feb 2023; 0 trading hours per month. (3) First Evangelical Free Church; not investment related; 4001 University Drive, McKeesport, PA 15132; Board Member; Directional Leadership; Start 4/1/24. (4) Champion Christian Center; Christian School; Not investment related; 1076 Kings Way, Donegal, PA 15628; Board Member; Directional Leadership; Start 1/1/24
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-24 |
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