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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-02-15 |
Branch Locations
8147 Copernicus Way Suite 103, Trinity, FL 34655 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Tiller Enterprises | New Port Richey | FL | 05/1998 | Present |
| Full Circle Financial Llc/Comprehensive Wealth Mgmt. | New Port Richey | FL | 06/2003 | Present |
| University Of South Florida | Tampa | FL | 01/2015 | 12/2017 |
| Signator Investors, Inc. | New Port Richey | FL | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | New Port Richey | FL | 11/2018 | 02/2019 |
| University Of South Florida | Tampa | FL | 01/2018 | 05/2022 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2019 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2019 | Present |
| University Of South Florida | Tampa | FL | 05/2022 | Present |
1) FULL CIRCLE FINANCIAL LLC/COMPREHENSIVE WEALTH MANGEMENT. 9400 RIVER CROSSING BLVD STE 104, NEW PORT RICHEY, FL 34655. INVESTMENT RELATED. SECURITIES & FIXED INSURANCE SALES. POSITION: CO-OWNER AND CO-FOUNDER STARTED: 5/2003. HOURS PER MONTH VARIES, PROCURE, WRITE AND DELIVER APPROPRIATE 2) TILLER ENTERPRISES. NOT INVESTMENT RELATED. OWNER. FOR TAX PURPOSES ONLY, NO MARKETING. STARTED 05/1998...... 3) UNIVERSITY OF SOUTH FLORIDA, NON-INVESTMENT RELATED, 4202 EAST FOWLER AVENUE, TAMPA, FL 33620, PUBLIC UNIVERSITY, COURTESY ASSISTANT PROFESSOR, START DATE: 05/2022 4) AUTHOR: "FORGOTTEN FACES: FAMILY CAREGIVER VOICES"; BOOK AUTHORSHIP AND SALES THROUGH PUBLISHER; NON-INVESTMENT RELATED; 12/MO - 2 TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-09 |
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