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1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-28 |
Branch Locations
1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-03 |
Branch Locations
1601 E Main Street Suite 1C, St Charles, IL 60174 • 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 Advisors, Inc. | Tampa | FL | 09/2025 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 07/2024 | Present |
| Dynamic Health Alliance | Fort Myers | FL | 01/2024 | 04/2024 |
| Floor&Decor | Fort Myers | FL | 07/2023 | 12/2023 |
| Menards | Carpentersville | IL | 08/2022 | 04/2023 |
| Vector Marketing | Naperville | IL | 06/2017 | 08/2018 |
| School/Unemployed | South Elgin | IL | 09/2015 | 06/2017 |
| College/Unemployed | Bourbonnais | IL | 08/2018 | 08/2022 |
| Unemployed | Fort Myers | FL | 04/2023 | 07/2023 |
| Unemployed | Elgin | IL | 04/2024 | 07/2024 |
(1) Chicago Investment Advisory Council, Inc; DBA; Investment Related; 1601 E. Main Street, St. Charles, IL 60174; Customer Service Rep; Start 7/15/24; 172 hours/month, 172 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
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