RB
Randall G. Boston
J. W. COLE ADVISORS
Riverview, FL
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CRD#: 6318984
RB
Professional summary
Randall Geraldo Boston, ChFC® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Riverview, Florida and J.W. COLE FINANCIAL, INC. located in Riverview, Florida.
Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Randall has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) RBH INVESTMENTS, LLC - NON-INVESTMENT RELATED - 6930 MARBLE FAWN PL, RIVERVIEW, FL 33578 - PERSONAL RENTAL PROPERTIES - MANAGER - 02/09/2010 - 2 HOURS DEVOTED PER MONTH - 0 HOURS DEVOTED PER MONTH DURING SECURITIES TRADING HOURS - OVERSEE THE PROPERTY MANAGER. (2) BOSTON INTEGRITY, LLC - NON-INVESTMENT RELATED - 6930 MARBLE FAWN PLACE, RIVERVIEW, FL33578 - ACCOUNTING PURPOSES - MANAGER - 06/24/2015 - 8 HOURS PER MONTH DEVOTED - 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS - THIS IS FOR ACCOUNTING PURPOSES. (3) BOSTON INTEGRITY FINANCIAL SERVICES & INSURANCE - DBA (ALSO DBA NAME FOR BOSTON INTEGRITY, LLC) - INVESTMENT RELATED - 6930 Marble Fawn Pl, Riverview, FL 33578 - DOING BUSINESS AS NAME - MANAGER - 06/02/2017 - 20 HOURS PER MONTH DEVOTED - 20 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS - FINANCIAL PLANNING, INVESTMENTS AND FIXED INSURANCE SALES. (4) FIXED INSURANCE - 50 HOURS PER MONTH DEVOTED - 50 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. (5) BNI Roaring Revenue; Networking organization; Not investment related; 6930 Marble Fawn Pl, Riverview, FL 33578; President; General responsibilities involve preparing a two minutes educational moment each for the members of the networking group; Start 10/1/2024; 6 hours/month during trading. (6) Boston Integrity LLC; Business Consultant; Not investment related; 6930 Marble Fawn Pl, Riverview, FL 33578; Business Consultant; Start 9/11/24; 8 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Randall Geraldo Boston'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®
Experience
Current
July 30, 2019 - Present
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Riverview, FL
Current
July 26, 2019 - Present
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Riverview, FL
Past
October 8, 2015 - July 31, 2019
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
TAMPA, FL
Past
April 18, 2014 - July 31, 2019
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
TAMPA, FL
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
Florida(7/26/2019)
IAR
Florida(7/30/2019)
RR
Georgia(9/14/2022)
RR
Washington(5/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
