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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| MN | RA | APPROVED | 2024-05-24 |
Branch Locations
23847 Johnson St. Ne, East Bethel, MN 55005 • 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 |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2023 | Present |
| Highland Money Management | East Bethel | MN | 05/2023 | Present |
| University Of St. Thomas | Saint Paul | MN | 09/2019 | 05/2023 |
| Highland Money Management | East Bethel | MN | 06/2022 | 01/2023 |
| Cambridge Stone And Tile | Cambridge | MN | 06/2021 | 08/2021 |
| University Of St. Thomas | Saint Paul | MN | 09/2019 | 05/2022 |
| Cambridge-Isanti School District 911 | Cambridge | MN | 08/2012 | 05/2019 |
| Na | Na | MN | 05/2019 | 08/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2024 | Present |
(1) Highland Money Management, Inc.; DBA; Investment Related; 23847 Johnson St. NE, East Bethel MN 55005; Financial Advisor; Assist with research, pull together forms, help with client communication, technology operations, and general business operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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