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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-28 |
Branch Locations
13537 Waterford Place, Midlothian, VA 23112 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2024 | 05/2025 |
| Scott Insurance | Roanoke | VA | 06/2022 | 08/2022 |
| Hidden Valley Country Club | Salem | VA | 01/2018 | 05/2020 |
| Roanoke College | Salem | VA | 09/2021 | 05/2024 |
| Ballyhack Golf Club | Roanoke | VA | 05/2021 | 08/2021 |
| Roanoke College | Salem | VA | 06/2020 | 04/2021 |
| Hidden Valley High School | Roanoke | VA | 08/2016 | 12/2017 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 10/2025 | Present |
| Costar Group | Richmond | VA | 06/2025 | 09/2025 |
(1) Financial Dynamics & Associates; Insurance Sales; Not investment related; 13537 Waterford Place, Midlothian, VA 23112; Paraplanner; Support advisors with meeting prep and planning and provides customer service to clients; Start 10/9/25; 160 hours/month, 160 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
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