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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
25511 Budde Road Suite 3303, The Woodlands, TX 77380 • 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 |
|---|---|---|---|---|
| Colorado Springs School District 11, Coronado High School | Colorado Springs | CO | 08/2015 | 05/2017 |
| Unemployed | Colorado Springs | CO | 06/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 08/2017 | 06/2018 |
| Unemployed | Colorado Springs | CO | 07/2018 | 08/2018 |
| Ohio National Financial Services | Cincinnati | OH | 07/2018 | 03/2020 |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2018 | 12/2019 |
| Heritage Capital Concepts | Colorado Springs | CO | 01/2020 | 02/2022 |
| The O.N. Equity Sales Company | Cincinnatti | OH | 05/2020 | 10/2021 |
| Lpl Financial, Llc | Spring | TX | 11/2021 | 02/2022 |
| J.W. Cole Financial, Inc | Tampa | FL | 03/2022 | Present |
| J.W. Cole Advisors, Inc | Tampa | FL | 07/2022 | Present |
(1) Zone 7 Financial Services; DBA; Investment Related; 25511 Budde Road, Suite 3303, The Woodlands, TX 77380; Licensed Assistant; Start 3/1/2022; 173 hr/mo, 173 hr/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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