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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
Branch Locations
6 Main Street, Westfield, MA 01085 • 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 | 06/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2026 | Present |
| Edward Jones | Fitchburg | MA | 06/2017 | 07/2020 |
| Wealyn Llc | Bolton | MA | 03/2015 | 05/2017 |
| Mass Mutual Life Insurance Company | Worcester | MA | 07/2020 | 01/2021 |
| Mml Investors Services, Llc | Worcester | MA | 07/2020 | 01/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2021 | 05/2025 |
| Workers Credit Union | Fitchburg | MA | 02/2021 | 06/2026 |
| Lpl Financial Llc | Lunenburg | MA | 05/2025 | 06/2026 |
(1) JWC Wealth Management, LLC; Wealth Management and Financial Planning Services; Investment Related; 6 Main Street, Westfield, MA 01085; Sr. Wealth Advisor; Start 6/2026; 160+ hours/month, 160+ hours/month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-29 |
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