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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-25
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2021 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 03/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 02/2018 → 12/2021
    Citrix Systems, Inc
    Fort Lauderdale, FL
  • 06/2015 → 02/2018
    Tyco International
    Boca Raton, FL
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18
Other Names
  • Sarah Andersen
  • Sarah Myers

View on SEC IAPD

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