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J. W. Cole Advisors, Inc. CRD 112294
$8.25B regulatory AUM 1,971 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-04-16 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
5088 Corporate Exchange Blvd Se Suite 200, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 07/2014 | 03/2019 |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2014 | 04/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2019 | Present |
1) BUILDING OWNER; CLIENT MOVED INTO BUILDING AS A TENANT; THEN SOLD THIS CLIENT 1/2 OF THE BUILDING I OWN AND CLOSED ON 8/1/2008 2) MICHAEL REINHART - SALES/SERVICE FIXED ANNUITIES/ NON-VARIABLE INSURANCE/EQUITY - INDEXED ANNUITIES, 12 HRS/WEEK 3) GLOBAL WEALTH SOLUTIONS, LLC - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-13 |
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