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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-18 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
18 E. Williamette Ave,, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2022 | 06/2026 |
| Unemployed | Rochester | MI | 06/2022 | 12/2022 |
| Michigan State University - Eli Broad College Of Business | Lansing | MI | 11/2019 | 06/2022 |
| Peterson Spring | Southfield | MI | 06/2020 | 08/2021 |
| Twin Lakes Golf Club | Oakland | MI | 05/2016 | 08/2019 |
| Sterling Heights | Sterling Heights | MI | 06/2019 | 08/2019 |
| Outback Steakhouse | Okemos | MI | 02/2019 | 04/2019 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2022 |
| Stoney Creek High School | Rochester Hills | MI | 08/2013 | 08/2017 |
| J.W. Cole Advisory, Inc. | Tampa | FL | 06/2026 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2026 | Present |
(1) Westbilt Financial; DBA; Financial Advising; Investment Related; 18 E. Willamette Ave, Colorado Springs, CO 80903; Associate Advisor; Assisting Westbilt Financial advisors with planning, preparations and paperwork with current and prospective clients; Start 6/17/26; 180 hours/month, 130 hours/month during trading. (2) Adam's Camp Young Professional Band; Non-Profit; Not Investment Related; 50 Inverness Dr, Ste 250, Englewood, CO 80112; Start 1/1/26; Board Member; Advocacy, fundraising to send kids to camp; 6 hours/month. 1 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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