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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-22 |
Branch Locations
1904 Duck Slough Boulevard, Trinity, FL 34655 • 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 Financial, Inc. | Tampa | FL | 04/2017 | Present |
| Palestra Financial | Tampa | FL | 01/1999 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2024 | Present |
(1) Palestra Financial; DBA; Investment Related; 1904 Duck Slough Blvd, Trinity, FL 34655; Owner/Financial Advisor, Insurance Agent; Start 7/16/2023; 250 hrs./mo., 150 hrs./mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-03 |
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