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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-17 |
Branch Locations
1224 Mill St Bldg. B, Ste 102, East Berlin, CT 06023 • 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 Advisors, Inc. | Tampa | FL | 09/2024 | Present |
| Boundless Financial Solutions Llc | New Britain | CT | 05/2017 | 05/2023 |
| Boundless Financial Solutions Llc | East Berlin | CT | 05/2023 | 09/2024 |
| Tunxis | Farmington | CT | 09/2018 | 01/2019 |
| Unemployed | New Britain | CT | 05/2014 | 05/2017 |
| J.W. Cole Financial, Inc | Tampa | FL | 07/2026 | Present |
(1) Boundless Financial Solutions Platinum Services; DBA; Not investment related; 1224 Mill St, Bldg. B, Suite 102, East Berlin CT 06023; Insurance & Other (Wills, Trust, etc.) Consultant; Start 8/25/24; 8 hours/month, 0 during trading. (2) BFS - Dual Legacy Charities, Inc.; Charity; Not investment related; Consultant; Start 8/25/24; 8 hours/month, 0 during trading. (3) David Lamore Life Insurance Agent; Life Insurance; 1224 Mill Street Building B Ste 102, East Berlin, CT 06023; Not investment related; Insurance Agent; Start Date: 9/1/2025; 2 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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