TH
Tedric E. Hoornstra
J. W. COLE ADVISORS
ST. PETERSBURG, FL 33704
Some features on this profile are disabled
CRD#: 3152018
TH
Professional summary
Tedric Emery Hoornstra, who also goes by Ted Emery, Ted Emery Hoornstra, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in St. Petersburg, Florida and J.W. COLE FINANCIAL, INC. located in St. Petersburg, Florida.
Tedric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Tedric has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ted Emery | Ted Emery Hoornstra
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) A) TED HOORNSTRA B) INVESTMENT RELATED C) 411 15TH AVE N, ST. PETERSBURG, FL 33704 D) FIXED INSURANCE E) AGENT F) FEBRUARY 1999 G) 5 HRS/MONTH H) 1 DURING TRADING HRS I) SALES & SERVICE J) OFFICER (2) A) TELEKASY B) NOT INVESTMENT RELATED C) 411 15TH AVE N. ST. PETERSBURG, FL 33704 D) OFFICE BUILDING PROPERTY E) OWNER OF PROPERTY F) DECEMBER 2011 G) 5 HRS/MONTH H) 1 DURING TRADING HRS I) MAINTENANCE J) OFFICER (3) A) CONCORD ADVISORS B) INVESTMENT RELATED C) 411 15TH AVENUE N ST PETE, FL 33704 D) SHELL COMPANY FOR REVENUE E) FOUNDER/CEO F) 1/28/19 G) LESS THAN 1 HR PER MONTH H) LESS THAN 1 HR DURING TRADING HRS (4) A) HOORNSTRA FINANCIAL GROUP B) INVESTMENT RELATED C) 411 15TH AVE NORTH ST. PETE, FL 33704 D) DBA FOR SECURITIES BUSINESS E) OWNER F) 10/26/2009 G) 160 HRS PER MONTH - 140 DURING TRADING HRS (5) Digital Kate; Online Drop Shipping; Not investment related; 411 15th Ave N, St Petersburg, FL 33704; Member; I don't plan on having much involvement other than helping establish the business; Start 1/9/2024; 1 hour/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Tedric Emery Hoornstra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 24, 2009 - Present
J. W. COLE ADVISORS, INC.
Office #1: 411 15th Ave. North Suite E, St. Petersburg, FL 33704RIA
CRD#: 112294
ST. PETERSBURG, FL
Current
October 19, 2009 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 411 15th Ave. North, St. Petersburg, FL 33704BD
CRD#: 124583
St. Petersburg, FL
Past
January 30, 2006 - October 22, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
ST. PETERSBURG, FL
Past
January 27, 2006 - October 22, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
ST. PETERSBURG, FL
Past
July 1, 2003 - January 30, 2006
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CLEARWATER, FL
Past
July 1, 2003 - January 30, 2006
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
December 24, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
CLEARWATER, FL
Past
December 23, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(11/8/2024)
RR
Connecticut(1/2/2024)
RR
Florida(10/19/2009)
IAR
Florida(11/24/2009)
RR
Iowa(10/19/2009)
RR
Minnesota(10/19/2009)
RR
New York(11/8/2024)
RR
Ohio(11/8/2024)
RR
Pennsylvania(8/10/2021)
RR
Texas(11/8/2024)
IAR
Texas(10/22/2025)
RR
Virginia(11/8/2024)
RR
Washington(11/8/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
