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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
KY RA APPROVED 2024-07-16
  • KY RA
    APPROVED
    Since 2024-07-16

Branch Locations

1104 Julianna Court, Elizabethtown, KY 42701 • United States

1050 Monarch Street Ste 301, Lexington, KY 40513 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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
The Wright Legacy Group Llc Elizabethtown KY 02/2022 07/2024
Wright Wraps Lexington KY 08/2018 Present
Kentucky Wraps Nicholasville KY 08/2017 08/2018
Upkeep Lexington KY 09/2016 07/2017
Papa Johns Lexington KY 04/2016 09/2016
Full Time Student Lexington KY 09/2008 09/2016
J.W. Cole Advisors, Inc. Tampa FL 07/2024 Present
  • 02/2022 → 07/2024
    The Wright Legacy Group Llc
    Elizabethtown, KY
  • 08/2018 → Present
    Wright Wraps
    Lexington, KY
  • 08/2017 → 08/2018
    Kentucky Wraps
    Nicholasville, KY
  • 09/2016 → 07/2017
    Upkeep
    Lexington, KY
  • 04/2016 → 09/2016
    Papa Johns
    Lexington, KY
  • 09/2008 → 09/2016
    Full Time Student
    Lexington, KY
  • 07/2024 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2022-02-18 → 2024-07-16
    The Wright Legacy Group, Llc
    Elizabethtown, KY
    Lexington, KY
    Elizabethtown, KY
Other Businesses

(1) The Wright Legacy Group, LLC; DBA; Investment Related; 1050 Monarch St, Ste 301, Lexington, KY 40513; Investment Advisor Rep; Client communication, Account Opening, Allocation, Annuity Applications, Life Insurance, Advising Clients; Start 12/2021; 80 hours/month, 80 hours/month during trading. (2) Wright Wraps; Vehicle Graphic Installation; Not investment related; 4065 Foxe Basin Rd, Lexington, KY 40515; Owner; Scheduling and completion of vehicle graphics (wraps); Start 6/2018; 80 hours/month, 70 hours/month during trading. (3) JWC Wealth Management; Investment related; 1050 Monarch St, Ste 301A, Lexington, KY 40513; Investment Advisor; Manage client accounts, open client accounts, recommend investments; Start 12/1/2024; 100 hours/month during trading. (4) Palm Commissions; Not investment related; 3809 Hapgood Ln. Lexington KY 40514; Commission Statement Consolidation and Tracking; Owner / Operator; Director; 01/2026; 5 hrs/mo during trading hrs; Full operating duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-02
  • S65 Uniform Investment Adviser Law Examination
    2022-02-02

View on SEC IAPD

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