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Advisor at J. W. COLE ADVISORS, INC.
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Jul 16, 2026 | n/a | yes | TAMPA, FL | Current employment |
| FISHER INVESTMENTS | Independent wealth | Aug 13, 2024 | Jul 1, 2026 | no | PLANO, TX|Tampa, FL | Previous registration |
| CONCORDE ASSET MANAGEMENT, LLC | Bd affiliated wealth | Feb 21, 2023 | Jul 22, 2024 | no | ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | J. W. COLE ADVISORS, INC. | Jul 1, 2026 | Jul 16, 2026 | 15 | Firm change | RIA to ibd |
| CONCORDE ASSET MANAGEMENT, LLC | FISHER INVESTMENTS | Jul 22, 2024 | Aug 13, 2024 | 22 | Firm change | Ibd to RIA |