Louis Wilcox

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-28

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.W. Cole Financial, Inc.	Tampa	FL	05/2026	Present
J.W. Cole Advisors, Inc.	Tampa	FL	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	07/2017	06/2022
Investa Services Llc	Jacksonville	FL	05/2016	07/2017
University Of North Florida	Jacksonville	FL	05/2006	08/2017
Bank Of America, N. A.	Jacksonville	FL	08/2019	06/2022
E*Trade Securities Llc	Temple Terrace	FL	07/2022	09/2023
E*Trade Capital Management Llc	Temple Terrace	FL	07/2022	09/2023
Morgan Stanley	Temple Terrace	FL	03/2023	09/2023
Morgan Stanley	Tampa	FL	09/2023	02/2026

05/2026 → Present

J.W. Cole Financial, Inc.

Tampa, FL
05/2026 → Present

J.W. Cole Advisors, Inc.

Tampa, FL
07/2017 → 06/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
05/2016 → 07/2017

Investa Services Llc

Jacksonville, FL
05/2006 → 08/2017

University Of North Florida

Jacksonville, FL
08/2019 → 06/2022

Bank Of America, N. A.

Jacksonville, FL
07/2022 → 09/2023

E*Trade Securities Llc

Temple Terrace, FL
07/2022 → 09/2023

E*Trade Capital Management Llc

Temple Terrace, FL
03/2023 → 09/2023

Morgan Stanley

Temple Terrace, FL
09/2023 → 02/2026

Morgan Stanley

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-19

Other Firms