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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-10-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Focus Financial Group, Inc. | Southfield | MI | 05/2021 | 08/2021 |
| Self Employed | Ithaca | MI | 06/2015 | 08/2020 |
| Hillsdale College Athletic Department | Hillsdale | MI | 01/2022 | 05/2022 |
| Truist Securities, Inc. | Atlanta | GA | 06/2022 | 09/2024 |
| N/A | Hillsdale | MI | 09/2020 | 04/2021 |
| N/A | Hillsdale | MI | 09/2021 | 12/2021 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2024 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2025 | Present |
(1) 168 Wealth Strategists; DBA; Investment Related; 128 S Pine River Street, Ithaca, MI 48847; Financial Planning; Associate Financial Advisor; Start 4/7/2025; 160 hours/month, 160 hours/month during trading. (2) XRDG LLC; Clothing brand; Not Investment Related; 5270 Stone Bridge CT, Helena MT 59601; Member; I am a 50% member of an LLC that may engage in online retail sales in the future, my duties are limited to strategic oversight and brand development; Start 4/3/2025; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-27 |
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