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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-10-17
  • PA RA
    APPROVED
    Since 2008-10-17

Branch Locations

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

200 East Main Street, Palmyra, PA 17078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Your Financial Community Of Pa, Inc. Palmyra PA 10/2005 Present
Jonathan Roberts Advisory Group, Inc. Tampa FL 10/2008 Present
  • 10/2005 → Present
    Your Financial Community Of Pa, Inc.
    Palmyra, PA
  • 10/2008 → Present
    Jonathan Roberts Advisory Group, Inc.
    Tampa, FL
Other Businesses

(1) DBA: Infinity Financial Group, LLC; investment-related; address same as branch location; founding partner; start date 02/01/2021. (2) YFC Real Estate Ventures; Real Estate Investments; Not investment related; 200 East Main Street, Palmyra PA 17078; 50/50 Partner; Managing Properties; Start 9/30/24; 0 hour during trading. (3) LH Real Estate Ventures; Real Estate Investments; Not investment related; 200 East Main Street, Palmyra PA 17078; 50/50 Partner; Partners in possible real estate holdings; Start 9/30/24; 4 hours / month during trading. (4) DBA: Your Financial Community of PA, Inc; Palmyra, PA; Investment related; start date: 10/2005

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-15
  • S66 Uniform Combined State Law Examination
    2006-12-15
Other Names
  • Laurie Kate Sprecher

View on SEC IAPD

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