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TL

Taylor B. Leitzell

J.W. COLE FINANCIAL
State College, PA 16801
Some features on this profile are disabled
CRD#: 6900175
TL

Professional summary


Taylor Braune Leitzell is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in State College, Pennsylvania.

Taylor is registered as a RR (Registered Representative) and started their career in finance in 2018. Taylor has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Taylor Braune Leitzell'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

January 30, 2018 - Present

J.W. COLE FINANCIAL, INC.

Office #1: 1524 W College Ave Ste 1, State College, PA 16801
BD
CRD#: 124583
State College, 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
Arkansas
(1/10/2025)
RR
California
(1/3/2023)
RR
Colorado
(1/3/2023)
RR
Delaware
(3/16/2023)
RR
Florida
(1/3/2023)
RR
Iowa
(8/25/2022)
RR
Maine
(1/3/2023)
RR
Maryland
(1/10/2025)
RR
Mississippi
(9/27/2024)
RR
Montana
(1/13/2025)
RR
New York
(1/3/2023)
RR
North Carolina
(1/3/2023)
RR
Ohio
(1/3/2023)
RR
Oregon
(1/10/2025)
RR
Pennsylvania
(5/8/2018)
RR
South Carolina
(1/3/2023)
RR
Tennessee
(9/6/2023)
RR
Texas
(6/4/2024)
RR
Virginia
(1/3/2023)
RR
Wisconsin
(4/2/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product 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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 124583State College, PA 16801

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