| JWC WEALTH MANAGEMENT J.W. COLE FINANCIAL, INC.
98147917 24 Aug 2023 | on 09 Jul 2024 | Estate planning; Financial advice; Financial consultancy; Financial co... Class 036 Class 036 Insurance & Financial Services "WEALTH MANAGEMENT" | | | JWC PRIVATE CLIENT GROUP J.W. COLE FINANCIAL, INC.
98082757 13 Jul 2023 | on 09 Jul 2024 | Estate planning; Financial advice; Financial consultancy; Financial co... Class 036 Class 036 Insurance & Financial Services "PRIVATE CLIENT GROUP" | | | JW COLE WEALTH PARTNERS J.W. COLE FINANCIAL, INC.
98147929 24 Aug 2023 | on 28 Aug 2024 | Estate planning; Financial advice; Financial consultancy; Financial co... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services | | | JW COLE INSURANCE J.W. COLE FINANCIAL, INC.
98147924 24 Aug 2023 | on 28 Aug 2024 | Estate planning; Financial advice; Financial consultancy; Financial co... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services | | | JW COLE ADVISORS J.W. COLE FINANCIAL, INC.
98147927 24 Aug 2023 | on 28 Aug 2024 | Estate planning; Financial advice; Financial consultancy; Financial co... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services | | | JW COLE FINANCIAL J.W. COLE FINANCIAL, INC.
98147920 24 Aug 2023 | on 28 Aug 2024 | Estate planning; Financial advice; Financial consultancy; Financial co... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment consultation; Investment management; Advice on finance during retirement; Capital investment services; Consultancy of capital investment; Financial investment brokerage; Financial portfolio management; Financial administration of retirement plans; Financial advice relating to income tax; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services | |