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PH

Pamela D. Hedrick

J.W. COLE FINANCIAL
TAMPA, FL 33634
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CRD#: 5573730
PH
Pamela Denise HedrickJ.W. COLE FINANCIAL

Professional summary


Pamela Denise Hedrick, who also goes by Pamela Denise Giorgio, Pamela Denise Hedrick, Pamela Denise Shelley, Pamela Denise Shelley-hedrick, is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Tampa, Florida.

Pamela is registered as a RR (Registered Representative) and started their career in finance in 2008. Pamela has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Aliases


Pamela Denise Giorgio | Pamela Denise Hedrick | Pamela Denise Shelley | Pamela Denise Shelley-Hedrick

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 Pamela Denise Hedrick'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

April 16, 2026 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
BD
CRD#: 124583
TAMPA, FL
Past

April 1, 2021 - August 1, 2025

GROVE POINT ADVISORS, LLC

RIA
CRD#: 313171
Doyletown, PA
Past

February 18, 2020 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Doylestown, PA
Past

February 18, 2020 - August 1, 2025

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

June 19, 2018 - April 2, 2019

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
HORSHAM, PA
Past

November 13, 2008 - April 2, 2019

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HORSHAM, PA

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
Pennsylvania
(4/16/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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#: 124583Tampa, FL 33634

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