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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-14 |
Branch Locations
108 Foxshire Drive Suite 2, Lancaster, PA 17601 • 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 |
|---|---|---|---|---|
| Ambassador Advisors | Lancaster | PA | 06/2017 | 08/2018 |
| Clark Associte (Webstaurant Store) | Lititz | PA | 05/2016 | 10/2016 |
| Nail Ii | Greencastle | PA | 10/2016 | 06/2017 |
| Wells Fargo Bank, Na | Lancaster | PA | 06/2018 | 11/2019 |
| Wells Fargo Clearing Services, Llc | Lancaster | PA | 08/2018 | 11/2019 |
| Morgan Stanley | Lancaster | PA | 11/2019 | 04/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2020 | 04/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2023 | Present |
(1) Regal Wealth Advisors; DBA; Investment Related; 108 Foxshire Drive, Ste 2, Lancaster, PA 17601; Employee; Start 4/10/2023; 160 hr/mo, 160 hr/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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