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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
531 Washington Street Suite 3501, Watertown, NY 13601 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Watertown | NY | 07/1984 | 11/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2021 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2021 | Present |
(1) Fixed Insurance Agent; investment related; 531 Washington St, Ste 3501, Watertown, NY 13601; Insurance sales; Insurance Agent; Start 3/1983; 150 hrs/mo, 150 hrs/mo during trading. (2) Watertown Wealth Management; DBA; Investment Related; 531 Washington St, Ste 3501, Watertown, NY 13601; President/CEO; Financial Advising; Start 12/11/2020; 140 hrs/mo, 140 hrs/mo during trading. (3) Co-Trustee and Executor of Estate of C MacDonald Grout. (4) First Presbyterian Church; Not Investment related; Washington Street, Watertown, NY 12301; Volunteer; Committee Chairman; Organization of group of volunteers to solicit contributions and pledges to replace a historic steeple as well as the actual solicitation of these contributions; Start 9/26/24; 5 hours /month during trading. (5) First Presbyterian Church; Not investment related; Washington St, Watertown, NY 13601; Volunteer on behalf of this church; Member of finance committee; Start 9/30/2025; 1 hour/month during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-09-16 |
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