Dylan Cole

Current Employers

Employment History

• 09/2019 → 11/2024
  Associated Financial Planners Llc
  Spring Lake Heights, NJ
• 06/2018 → 09/2019
  Vista Financial Llc
  Newman Springs, NJ
• 01/2016 → 03/2018
  New York City Business Group
  Staten Island, NY
• 11/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-04-15 → 2024-11-19
  Ic Advisory Services, Inc.
  Spring Lake Heights, NJ
  Bedminster, NJ

Other Businesses

1. COLE FINANCIAL SERVICES, 4 Gull Point Road, Monmouth Beach NJ 07750, United States, 11/15/2024, Owner, Tax Services, NIR, 10 HR/MO - 0 HR/MO TRADING 2. DYLAN COLE, 419 State Route 71, Spring Lake NJ 07762, 11/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO, 5 HR/MO TRADING. 3. COLE FINANCIAL SERVICES, 4 Gull Point Road, Monmouth Beach NJ 07750, 11/2024, Owner, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 10 HR/MO TRADING. 4. ASSOCIATED FINANCIAL PLANNERS, 419 State Route 71, Spring Lake Heights NJ 07762, 11/2024, W2 Employee, Financial Planning, INV REL, 160 HR/MO, 160 HR/MO TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 11/2024

Exams

• S66 Uniform Combined State Law Examination
  2021-03-20