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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
105 East Gregory Square, Pensacola, FL 32502 • 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 |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 07/2024 | Present |
| Pace High School | Pace | FL | 08/2015 | 05/2019 |
| Clubhouse Sports Facility | Pace | FL | 05/2019 | 08/2019 |
| University Of West Florida | Pensacola | FL | 08/2019 | 08/2023 |
| Academy Sports & Outdoors | Pensacola | FL | 08/2019 | 10/2019 |
| Robert's Pools | Pace | FL | 05/2022 | 08/2022 |
| The Pointe | Gulf Breeze | FL | 05/2025 | 09/2025 |
| N/A | Pace | FL | 08/2023 | 07/2024 |
(1) Riverside Wealth Advisors, LLC; DBA; 105 East Gregory Square, Pensacola FL 32502; Not Investment Related; Financial Advising; Advisor; Start 1/1/2026; 80 hours/month, 50 hours/month during trading. (2) Financial Independence Group; Investment Related; 105 E Gregory Square, Pensacola, FL 32502; Insurance Sales; Agent; Start 10/1/24; 20 hours/month, 20 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-05 |
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