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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-09 |
Branch Locations
7901 Sw 6 Court Suite 320, Plantation, FL 33324 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • 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 |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 02/2011 | 05/2017 |
| Oneamerica Securities | Indianapolis | IN | 02/2011 | 05/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2017 | Present |
1) NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH) 2) DBA - Integrity Wealth Planning, Inc. 3) a) Trustee for Family Member b) Fort Worth, TX c) 5/21/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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