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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-13 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1967 Lincoln Way, White Oak, PA 15131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2022 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 03/2025 | Present |
| Myfitnesskitchen | Latrobe | PA | 10/2020 | 09/2022 |
| Lawthers Landscaping Llc | Harrison City | PA | 06/2018 | 09/2019 |
| Unemployed | N/A | PA | 01/2015 | 05/2018 |
| Unemployed | N/A | PA | 09/2019 | 09/2020 |
(1) Synergy Group, Inc.; DBA; Not investment related; 1967 Lincoln Way, White Oak, PA 15131; Client Service/Advisor Support; Start 10/3/2022; 80 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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