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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-04-22 |
Branch Locations
2864 Hwy 27 Suite F, North Brunswick, NJ 08902 • 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 |
|---|---|---|---|---|
| National Senior Associate Company | North Brunswick | NJ | 06/1996 | Present |
| Mott Tax Advisory Services | North Brunswick | NJ | 12/2012 | Present |
| Mott Investment Services, Llc | North Brunswick | NJ | 10/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2014 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
1) NATIONAL SENIOR ASSOCIATES COMPANY, LLC - I AM THE PRESIDENT SINCE 6/96. WE WERE A FULL SERVICE INSURANCE BROKERAGE UNTIL 2008. SOLD AGENCY PORTION AND NOW DO INSURANCE SEMINARS FOR ANNUITIES, LIFE AND LTC. 30 HOURS PER WEEK. 2) ALAN MOTT DBA MOTT TAX ADVISORY SERVICES - I AM THE PRESIDENT AND WE STARTED IN 12/2012. WE DO TAX PREPARATION AND INSURANCE SALES THROUGH THIS. I DEVOTE 60 HOURS A WEEK DURING TAX SEASON. 3) ALAN MOTT - I OWN A RENTAL INCOME PROPERTY AND DEVOTE 1/2 HOUR PER MONTH TO THIS BUSINESS. 4) ID SHIELD - PO BOX 1379, ADA, OK 74821-1379 - IDENTITY THEFT PROTECTION - OFFER THIS SERVICE TO MY CLIENTS - START DATE 3/2/2016 - NON INVESTMENT-RELATED - SPEND 1 HOUR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-16 |
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