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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED_RES | 2022-10-31 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
Jupiter, FL • United States
One Bridge Street, Suite 70, Irvington, NY 10533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2012 | 10/2022 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2012 | 10/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2022 | Present |
| Curtis Henson (Independent Agent) | Cornelius | NC | 04/2012 | Present |
| Florida Homestead Check | Jacksonville | FL | 10/2019 | Present |
1) Scarborough Alliance Group-One Bridge St., Ste. 70, Irvington, NY 10533; Investment related; Securities & insurance sales and services for IBEW investments & savings plans; Regional Manager; Start date 10/2022; 200+ hrs/mnth; 160 hrs+ hrs/mnth during trading. 2) Still Waters Capital, LLC-275 Palm Ave, B-402, Jupiter, FL 33477; Non-Investment related; established for personal investments & real estate-entity intended for gathering assets & income so as to capture corporate tax advantages/gathered assets are his personal property; Managing Director; Start date 2011; 1 hrs/mnth; 0 hrs/mnth during trading. 3) Curtis Henson - 19520 West Catawba Ave, Ste. 200, Cornelius,NC 28031; Investment related; Sales & services of fixed insurance; Insurance Agent; 2 hrs/mnth & during trading. 4) Florida Homestead Check-1525-B The Greens Way, Jacksonville Beach, FL 32250; Non-investment related; Sales of Florida Homestead Property Tax Calculator; Account Executive; Start date 10/2019; 2 hrs/mnth; 0 hrs/mnth during trading. 5) Goodwill Industries of North Florida-4527 Lenox Ave, Jacksonville, FL 32205; Non-investment related; Board member for 501c3 non-profit organization; Start date 2/1984; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-16 |
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