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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-31 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2010 North Loop West Suite 110, Houston, TX 77018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Houston | TX | 08/2016 | 02/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2017 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2020 | Present |
(1) COPPER MOUNTAIN CAPITAL; DBA; INVESTMENT RELATED- YES; 1235 North Loop West, Ste 915; Houston, TX 77008; FINANCIAL PLANNING AND WEALTH MANAGEMENT; INVESTMENT ADVISOR REPRESENTATIVE; Start 01/01/2017; 80 hours/month, 80 hours/month during trading; ASSIST WITH CLIENT SUPPORT AND ADMINISTRATIVE WORK. (2) FIXED INSURANCE AGENT. (3) RNC CAPITAL; S CORP CREATED FOR COPPER MOUNTAIN CAPITAL. (4) CPA; Non investment related; Start 9/19/2024; 0 hours month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-23 |
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