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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-19 |
Branch Locations
5652 Corporate Way, West Palm Beach, FL 33407 • 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 |
|---|---|---|---|---|
| Student | Flagstaff | AZ | 07/2016 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2016 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2017 | Present |
(1) DBA - Palm Planning Group; investment related; (2) Lofaso Group, Inc.; investment related; CEO - start date 6/3/2019; 5652 Corporate Way, West Palm Beach, FL 33407; S corporation established for tax purposes; financial advisory practice and insurance business; 40 hours per month, 10 hours during trading. (3) JWC Wealth Management; DBA; Investment Related; 4301 Anchor Plaza Parkway, Suite 450, Tampa, FL 33634; Advisory Business; Wealth Management, Advisory role, Fixed Insurance, Insurance Servicing; IAR; Start 1/1/2025; 8 hours/per month during trading. (4) Senior Needs Advisor, Medicare Consultant ; Non-investment Related; 5652 Corporate Way, West Palm Beach, FL 33407; Medicare sales and consulting; 7/2020, 10 hours/month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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