James Pitts is a registered investment advisor, based in Tampa, FL, with 15 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved in dental practice management consulting, dedicating a few hours per week. He also has an S Corp involved in investment and fixed insurance related business and is a referral partner for a dental consulting firm, spending minimal time on this. Finally, he has power of attorney for his mother.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
State Registrations7 states
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