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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-14 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
10 Office Park Way Ste 300, Pittsford, NY 14534 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2011 | 06/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | 07/2021 |
| American Portfolios Financial Services, Inc. | Rochester | NY | 07/2021 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2026 | Present |
(1) Waterstone Financial Services; DBA; Insurance Products; 10 Office Park Way, Ste 300, Pittsford, NY 14534; Investment Related; Independent Advisor; Start 6/1/2026; 6 hours/month, 6 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-13 |
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