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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
190 Mciver Lane Rockledge, Fl 32955, Rockledge, FL 32955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 12/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 03/2026 | Present |
| Citrix Systems, Inc | Fort Lauderdale | FL | 02/2018 | 12/2021 |
| Tyco International | Boca Raton | FL | 06/2015 | 02/2018 |
(1) Financial Cornerstone Group; DBA; 190 McIver Lane Rockledge, FL 32955; Investment Related; Investment Advisor Representative (IAR); Start 2/18/26; 173 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
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