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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 | 2025-10-22 |
| AZ | RA | APPROVED | 2024-01-30 |
Branch Locations
310 S. Williams Blvd Suite 180, Tucson, AZ 85711 • 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 |
|---|---|---|---|---|
| Sonoma County Sheriff's Office | Santa Rosa | CA | 02/2018 | 01/2022 |
| Ukiah Police Department | Ukiah | CA | 12/2013 | 02/2018 |
| Lpl Financial Llc | Tucson | AZ | 02/2022 | 01/2024 |
| Foster Financial Services | Tucson | AZ | 01/2022 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2024 | Present |
(1) Life Insurance Agent; Not investment related; 310 S. Williams Blvd, Suite 180, Tucson, AZ 85711; Producer; Provide life insurance to clients that needs it as part of our planning process; Start 2023. (2) Foster Wealth Management; DBA Investment related; 310 S Williams Blvd, Ste 180, Tucson, AZ 85711; Financial Advisor; Financial Services; Start 1/1/2024; 160 hours/month, 160 hours/month during trading. (3) Foster Financial Services LLC; DBA; Investment Related; 310 S. Williams Blvd, Suite 180, AZ 85711;Financial Advisor; Financial Services; Start 1/1/24; 160 hours/month, 160 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-23 |
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