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BM

Brenda E. Macarthur

J.W. COLE FINANCIAL
SATELLITE BEACH, FL 32937
Some features on this profile are disabled
CRD#: 5143870
BM
Brenda E MacarthurJ.W. COLE FINANCIAL

Professional summary

Brenda E Macarthur, who also goes by Brenda Ellen Cwiklinski, Brenda Ellen Cwiklinski, Brenda Ellen Macarthur, Brenda Macarthur, Brenda E. Macarthur, Brenda Ellen Scherer, is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Satellite Beach, Florida.

Brenda is registered as a RR (Registered Representative) and started their career in finance in 2014. Brenda has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Brenda Ellen Cwiklinski | Brenda Ellen Cwiklinski | Brenda Ellen Macarthur | Brenda Macarthur | Brenda E. Macarthur | Brenda Ellen Scherer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brenda E Macarthur's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 17, 2026 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 1275 S. Patrick Dr. Suite D., Satellite Beach, FL 32937
BD
CRD#: 124583
SATELLITE BEACH, FL
Past

May 18, 2026 - August 17, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ROCKLEDGE, FL
Past

April 27, 2026 - August 17, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

October 22, 2024 - April 11, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
VIERA, FL
Past

October 17, 2024 - April 11, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
VIERA, FL
Past

March 3, 2023 - October 12, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
INDIALANTIC, FL
Past

March 2, 2023 - October 12, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
INDIALANTIC, FL
Past

October 19, 2022 - January 3, 2023

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Cocoa Beach, FL
Past

September 8, 2022 - January 3, 2023

IFP SECURITIES, LLC

BD
CRD#: 297287
COCOA BEACH, FL
Past

January 10, 2019 - September 9, 2022

MORGAN STANLEY

RIA
CRD#: 149777
MELBOURNE, FL
Past

January 9, 2019 - September 9, 2022

MORGAN STANLEY

BD
CRD#: 149777
MELBOURNE, FL
Past

March 16, 2016 - December 14, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
VIERA, FL
Past

February 17, 2016 - December 14, 2018

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
VIERA, FL
Past

December 1, 2014 - December 8, 2015

ALLEN & COMPANY OF FLORIDA, LLC

RIA
CRD#: 25
VIERA, FL
Past

February 12, 2014 - December 8, 2015

ALLEN & COMPANY OF FLORIDA, LLC

BD
CRD#: 25
VIERA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Florida
(9/17/2026)
RR
Kansas
(9/17/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
PR
Series 66
Status Unavailable
Passed: 11/24/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 2/12/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JC
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Phone number
(813) 935-6776
Established
Florida since 10/14/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JWC WEALTH PARTNERSOWNER
FUSSA OCASIO, FERNANDOCFO/FINOP2471569
LOFGREN, KURT WALKERCHIEF COMPLIANCE OFFICER3048472
PACK, TODD JAMESCHIEF OPERATING OFFICER2795590
WEST, EUGENEDESIGNATED MUNICIPAL PRINCIPAL/ROSFP2059974
WOOD, ROBERT JULIANTREASURER/SECRETARY/GP/CEO3217809

Disclosures

Regulatory Event1
Arbitration1

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.

Company Information

J.W. COLE FINANCIAL, INC.

CRD#: 124583Satellite Beach, FL 32937

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