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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
| FL | RA | APPROVED | 2018-04-26 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
105 East Gregory Square, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 05/2017 | Present |
| Student | Pensacola | FL | 08/2016 | 05/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2018 | 08/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 09/2025 | Present |
(1) DBA - Riverside Wealth Advisors, LLC; Investment Related; 105 East Gregory Square, Pensacola FL 32502; (2) Insurance Agent; Various insurance carriers; 105 E. Gregory Square, Pensacola, FL 32502; Not investment related; Life and fixed insurance products; Start 5/5/2017; 8 hrs./mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-07 |
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