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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-04-24 |
Branch Locations
655 Metro Place South Suite 600, Dublin, OH 43017 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wealth Mangement Services, Inc. | Dublin | OH | 01/2006 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2011 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2015 | Present |
(1) A) JOHN ALBRECHT B) INVESTMENT RELATED C) 655 METRO PLACE SOUTH #600 DUBLIN, OH 43017 D) FIXED INSURANCE E) APRIL 2006 F) 40 HOURS PER MONTH G) 1 HOUR DURING TRADING H) SALES I) OFFICER J) CLIENTS INVOLVED K) $5,000/YEAR (2) A) DBA: WEALTH MANAGEMENT SERVICES, INC B) INVESTMENT RELATED C) 655 METRO PLACE S, DUBLIN, OH F) START: 01/2006 K) CLIENTS INVOLVED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-30 |
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