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Thomas Joseph Longman

Longman Wealthcare Management, LLC

Miami, FL

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Current Employers
Longman Wealthcare Management, Llc

11098 Biscayne Boulevard Suite 304, Miami, FL 33161 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-04
  • FL RA
    APPROVED
    Since 2025-09-04

Branch Locations

11098 Biscayne Boulevard Suite 304, Miami, FL 33161 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Longman Wealthcare Management, Llc Miami FL 12/2000 Present
Thomas J. Longman C.P.A., P.A. Miami FL 01/1994 Present
Other Businesses

THOMAS J. LONGMAN C.P.A., P.A.; NOT INVESTMENT RELATED; 11098 BISCAYNE BLVD., SUITE 304, MIAMI, FL 33161; ACCOUNTING FIRM; PRESIDENT & CPA; START: 01/1994; APPROXIMATELY 50% OF TIME IS DEVOTED TO THE ACCOUNTING FIRM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-27
  • S65 Uniform Investment Adviser Law Examination
    2000-11-27
Other Names
  • Thomas Longman

View on SEC IAPD

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