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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 |
| MN | RA | APPROVED | 2020-05-15 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
7400 Metro Blvd Suite 270, Edina, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Minneapolis | MN | 08/2016 | 05/2017 |
| Park Avenue Securities | Minneapolis | MN | 12/2016 | 05/2017 |
| Mutual Of Omaha Insurance Company | Bloomington | MN | 05/2017 | 05/2020 |
| Mutual Of Omaha Investor Services | Bloomington | MN | 06/2017 | 05/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2020 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2020 | Present |
(1) DBA - Luebeck Geisler Hamm Wealth Management; investment related; advisor - start date 4/20/2015; 7400 Metro Blvd, Suite 475, Edina, MN 55439; financial planning, investments and insurance; 170 hours per month, 160 during trading. (2) Freelance Musician; not investment related; 9328 Amery Ave. NW, Buffalo, MN 55313; performing musician - start date 2009; 20 hours per month, 5 during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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