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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
| GA | RA | APPROVED | 2026-08-11 |
| PA | RA | APPROVED | 2026-08-11 |
| OH | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED_RES | 2026-08-10 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
1635 East Highway 50 Suite 202, Clermont, FL 34711 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clermont | FL | 09/2005 | 10/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2020 | 04/2026 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2020 | 04/2026 |
| Usa Financial Securities | Ada | MI | 08/2026 | Present |
| Reed Family Wealth Services | Clermont | FL | 09/2020 | Present |
Reed Family Wealth Services - 1635 East Highway 50 Suite 202 Clermont FL 34711. Owner. The sale of fixed life insurance products, disability and long term care insurance. Investment related. 12 hours per month devoted to business. 4 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-17 |
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