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Current Employers
J. W. Cole Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-19
  • PA RA
    APPROVED
    Since 2026-03-19

Branch Locations

1 E. Broad Street Suite 560, Bethlehem, PA 18018 • United States

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.W. Cole Financial, Inc. Tampa FL 02/2025 Present
Osaic Scottsdale AZ 07/2024 02/2025
Shippensburg University Shippensburg PA 01/2021 05/2024
Royal Alliance Easton PA 08/2020 01/2021
Full Time Student Bethlehem PA 12/2015 08/2020
J.W. Cole Advisors, Inc. Tampa FL 03/2026 Present
  • 02/2025 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 07/2024 → 02/2025
    Osaic
    Scottsdale, AZ
  • 01/2021 → 05/2024
    Shippensburg University
    Shippensburg, PA
  • 08/2020 → 01/2021
    Royal Alliance
    Easton, PA
  • 12/2015 → 08/2020
    Full Time Student
    Bethlehem, PA
  • 03/2026 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

(1) Atlas Advisors LLC; DBA; 1 E Broad St, Ste 560, Bethlehem, PA; Investment Related; Paraplanner; Start 7/1/2024; 160 hours/month, 130 hour/month during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-17
  • S66 Uniform Combined State Law Examination
    2026-03-17

View on SEC IAPD

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