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Fernandina Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tbcpa, Inc. | Amelia City | FL | 01/1991 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2024 | Present |
(1) TBCPA, Inc.; Accounting Firm; 95209 Leafcrest Ct, Fernandina Beach, FL 32034; Not investment related; CPA; Accounting Services; Start 1/1/1991; 30 hours/month, 25 hours/month during trading. (2) Front Porch Financial Planning; DBA; Investment Related; 5548 1st Coast Highway, Suite 203, Fernandina Beach FL 32034; Financial Services; Financial Planner; Start 11/18/24; 125 hours/month, 110 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-29 |
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