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Michael Charles Reinhart

J. W. Cole Advisors, Inc.

Tampa, FL

Grand Rapids, MI

CRD 1627838

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Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-04-16
  • MI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2014 → 03/2019
    Gf Investment Services, Llc
    Sarasota, FL
  • 07/2014 → 04/2019
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 04/2019 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2014-07-10 → 2019-04-23
    Global Financial Private Capital, Inc.
    Grand Rapids, MI
    Sarasota, FL
  • 2012-06-27 → 2014-07-15
    Grand Rapids, MI
    Grandville, MI
    Grand Rapids, MI
  • 2010-09-23 → 2012-07-06
    Woodbury Financial Services, Inc.
    Grand Rapids, MI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1987-04-13
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1987-04-13

View on SEC IAPD

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