Randall Simpson Cole

Current Employers

Employment History

• 12/2011 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2011-12-23 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2004-05-06 → 2011-12-22
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ

Other Businesses

1-INSURANCE, INVESTMENT RELATED, AGENT, OFFERING ACCIDENT AND HEALTH, DISABILITY, FIXED ANNUITIES, LIFE SETTLEMENTS, PREMIUM FINANCING, TRADITIONAL LIFE INSURANCE VIA CRUMP AND OTHER APPROVED CARRIERS, START 1/1/1998. 2-TRUSTEE FOR TRUSTS OF FAMILY RELATED PARTIES 3-IAR WITH AMERICAN PORTFOLIO ADVISORS 4-COACTIVE WEALTH STRATEGISTS LLC - WHOLLY OWNED BY COACTIVE MANAGEMENT GROUP LLC. PROCESSING OF BUSINESS DONE THROUGH APFS, APA, INSURANCE COMPANIES, AND OTHER APPROVED PRODUCT SOURCES. START DATE: 11/2011; DEVOTES 180 HRS PER MONTH, 150 HRS DURING MARKET HRS. 5-COACTIVE MANAGEMENT GROUP - 50% OWNER; OWNS 100% OF COACTIVE WEALTH STRATEGISTS LLC PROVIDING CAPITAL AND MANAGEMENT SERVICES. START DATE: 11/2011; DEVOTES 2 HRS PER MONTH. 11/19/13 6. RSC WEALTHSTREAM PARTNERS, LLC POSITION: Owner and Managing Member NATURE: LLC - EMPLOYMENT OF OPERATIONAL STAFF INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2018 ADDRESS: 105 Smithfield Ct, Medford NJ 08055, United States DESCRIPTION: Owner of an entity that provides operational services, the entity is currently inactive other than providing benefits and pay roll services 7. RANDALL S COLE - INSURANCE PRODUCER POSITION: AGENT NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1998 ADDRESS: One Bala Plaza, Saint Asaphs Rd Ste 429, Bala Cynwyd PA 19004-1428, United States DESCRIPTION: Agent

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-11-25

Designations

Other Names

• Randy Cole
• Randall S Cole
• Randall Cole