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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-13 |
Branch Locations
8470 Enterprise Circle Suite 301-F, Lakewood Ranch, FL 34202 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Llc | Sarasota | FL | 01/2016 | 05/2019 |
| Adp Broker Dealer Inc. | Sarasota | FL | 01/2018 | 05/2019 |
| Guardian Life Insurance Company | Tampa | FL | 11/2019 | Present |
| Park Avenue Securities | Tampa | FL | 01/2020 | 04/2022 |
| Massmutual | Tampa | FL | 06/2019 | 10/2019 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2022 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2022 | Present |
(1) LWR Pillars of Wealth LLC - DBA - J&J Wealth Advisors; 8470 Enterprise Circle, Suite 301-F Lakewood Ranch, FL 34202; Financial Services; Owner; Start 4/1/2022; 160 hrs/mo, 160 hrs/mo during trading. (2) Jennifer Jack; Not Investment Related; 8470 Enterprise Circle Lakewood Ranch Fl 34202; Life Insurance, Disability, Long term care and fixed annuities; Agent, applications to prospective clients; 45 hours/month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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