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Advisor at J. W. COLE ADVISORS, INC.
TAMPA, FL | Pensacola, 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 21, 2026 | n/a | yes | Pensacola, FL|TAMPA, FL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 21, 2026 | May 7, 2026 | no | PENSACOLA, FL|Pensacola, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 8, 2022 | Aug 12, 2025 | no | ATLANTA, GA|NEW YORK, NY|PENSACOLA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | J. W. COLE ADVISORS, INC. | May 7, 2026 | Jul 21, 2026 | 75 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | AMERIPRISE FINANCIAL SERVICES, LLC | Aug 12, 2025 | Apr 21, 2026 | 252 | Firm change | Wirehouse to ibd |