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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| MI | RA | APPROVED | 2019-04-17 |
Branch Locations
5088 Corporate Exchange Blvd Se Suite 200, Grand Rapids, MI 49512 • 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 | Sarasota | FL | 01/2012 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
1)INSURANCE AGENT WRITING SOME FIXED BUSINESS USING MY NAME STARTED SEPT 1,1993. DEVOTES 3-5 HR/WEEK. PROVIDE FINANCIAL PLANNING USING PROFILES TO DETERMINE CLIENTS NEEDS. 2)GLOBAL WEALTH SOLUTIONS, LLC. - DBA, INVESTMENT RELATED, 5088 Corporate Exchange Blvd. SE Suite 200 Grand Rapids, MI 49512, DBA NAME FOR SECURITIES, 09/2019, FINANCIAL ADVISOR, 80 HOURS PER MONTH DEVOTED, 80 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-06 |
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