Candorpath — Maitland, FL
Marketing BrandCandorPath Financial has redefined what financial advising should feel like. ... Maitland, FL 32751. Phone: 407.502.7284. Text: 407.904.8414. Fax: 407.502.7003. Operating under J. W. COLE ADVISORS, INC. (CRD #112294).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Candorpath,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is J. W. COLE ADVISORS, INC.. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
J. W. COLE ADVISORS, INC.
CRD 112294 · Dual
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Candorpath — it reflects the regulatory profile of J. W. COLE ADVISORS, INC..
What This Means
The firm behind this brand has notable transparency gaps in their regulatory filings. We recommend reviewing the firm's fee structure and conflict disclosures before making decisions.
This places them in the 2th percentile of all scored firms.
This firm's regulatory filings leave significant questions unanswered. Review the full firm profile — including its fee structure and conflict disclosures — before making decisions.
See full score breakdownRegulatory Context
Regulatory oversight is under J. W. COLE ADVISORS, INC.
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 495 firm advisors use this brand
J. W. COLE ADVISORS, INC. has 495 total registered advisors. Only 1 operates under the Candorpath brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Candorpath brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.