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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-17 |
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