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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-15 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2571 Baglyos Circle Unit B-27, Bethlehem, PA 18020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Center Valley | PA | 11/2023 | 01/2025 |
| Mml Investors Services, Llc | Center Valley | PA | 04/2024 | 01/2025 |
| Life Services Plus | Marlboro | NJ | 09/2020 | 01/2024 |
| Homemaker | Bethlehem | PA | 09/2011 | 08/2020 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2025 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2025 | Present |
(1) Fixed Insurance Sales; Not investment Related; 2571 Baglyos Circle, Bethlehem, PA 18020; Insurance Sales; Agent; Start 1/28/25; 20 hours/month, 20 hours/month during trading. (2) Comprehensive Wealth Strategies; DBA; Investment Related; 2571 Baglyos Circle, Bethlehem, PA 18020; Agent; Sales; Start 1/28/2025; 20 hours/month, 20 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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