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Advisor at J. W. COLE ADVISORS, INC.
TAMPA, FL | Wylie, SC
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 | Aug 18, 2025 | n/a | yes | Wylie, SC|TAMPA, FL | Current employment |
| SERENITY INVESTMENT ADVISORS | Mixed wealth | Dec 20, 2023 | Sep 8, 2025 | no | Lake Wylie, SC|Charlotte, NC|CHICAGO, IL | Previous registration |
| EDWARD JONES | National bd RIA | Aug 11, 2020 | Dec 19, 2023 | no | ROCK HILL, SC|LAKE WYLIE, SC|ST LOUIS, MO|Lake Wylie, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SERENITY INVESTMENT ADVISORS | J. W. COLE ADVISORS, INC. | Sep 8, 2025 | Aug 18, 2025 | -21 | Firm change | RIA to ibd |
| EDWARD JONES | SERENITY INVESTMENT ADVISORS | Dec 19, 2023 | Dec 20, 2023 | 1 | Firm change | Ibd to RIA |