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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Elizabeth Ann Courtney

Advisor at J. W. COLE ADVISORS, INC.

TAMPA, FL | Lorena, TX | Rockledge, FL | Melbourne, FL | Satellite Beach, FL

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Search this name across graphsid dfx:ria:42c80eb3-8491-ef7e-942a-b4e5ad330700

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 20, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J. W. COLE ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 18, 2007
First registration: Dec 20, 2007
Dual registered: yes, broker-dealer
Other names: ELIZABETH ANN COFIELD|ELIZABETH ANN MYERS|BETH COFIELD|BETH MYERS|BETH COURTNEY|ELIZABETH A COURTNEY
IAPD individual key: 5414690

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Nov 9, 2017	n/a	yes	TAMPA, FL\|Rockledge, FL\|Satellite Beach, FL\|Melbourne, FL\|Lorena, TX	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 6, 2015	Nov 15, 2017	no	ROCKLEDGE, FL\|ROCKLEDGE, FL\|MELBOURNE, FL\|TAMPA, FL\|MELBOURNE, FL\|PALM BAY, FL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jun 22, 2011	Apr 9, 2015	no	MELBOURNE, FL\|ORLANDO, FL\|ROCKLEDGE, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 5, 2009	Jun 10, 2011	no	INDIAN HARBOUR BEACH, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 20, 2007	May 13, 2009	no	MELBOURNE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	J. W. COLE ADVISORS, INC.	Nov 15, 2017	Nov 9, 2017	-6	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	EQUITABLE ADVISORS, LLC	Apr 9, 2015	Apr 6, 2015	-3	Firm change	Other
LPL FINANCIAL LLC	VALIC FINANCIAL ADVISORS, INC.	Jun 10, 2011	Jun 22, 2011	12	Firm change	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	May 13, 2009	May 5, 2009	-8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6627:112294:FL:2017-11-15	Nov 15, 2017	Nov 9, 2017	PALM BAY, FL	Firm change

Relationships

Registered with (5)

→ J. W. COLE ADVISORS, INC.Registered adviserregistration: current employment
Nov 9, 2017 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 6, 2015 to Nov 15, 2017factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 22, 2011 to Apr 9, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 5, 2009 to Jun 10, 2011factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 20, 2007 to May 13, 2009factForm ADV

Dated events

No dated event names this entity yet.