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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
108 Foxshire Drive Suite 2, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2022 | 03/2024 |
| Fulton Bank, N.A> | Lancaster | PA | 11/2005 | 06/2022 |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2024 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2024 | Present |
| Unemployed | Lancaster | PA | 03/2024 | 05/2024 |
(1) Regal Wealth Advisors; DBA; 108 Foxshire Drive, Lancaster, PA 17601; Investment Advisor Representative; service clients; Start 6/10/24; 175 hours/month, 175 hours/month during trading. (2) Rental Property; Not investment related; 269 Eagle Drive, Ephrata, PA 17522; Owner; My wife and I own a rental property, it is currently managed by a 3rd party; Start 6/10/2024; 5 hours/month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
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