William Todd Boatman

Current Employers

Employment History

• 10/2002 → Present
  Todd Boatman Cpa Pa (Dba Boatman And Bryant, Cpas)
  Longwood, FL
• 05/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2020-11-04 → 2025-03-31
  Boatman And Bryant Capital Solutions Pllc
  Longwood, FL
  Deland, FL

Other Businesses

(1) Freedom 65; Investment Related; 2973 W SR 434 Ste 300 Longwood FL 32779; Financial Advisory Business; Partner; Start 2/11/2025; 50 hours/month during trading. (2) Hillsdale Accounting Group, PLLC; CPA Firm; Not Investment Related; 2973 West State Road 434, Longwood, FL 32779; CPA Partner; Start 11/2010; 0 hours/month. (3) Hillsdale Tax Services, PLLC; Income Tax Services; Not investment related; 125 East Indiana Avenue, Ste B, DeLand, FL 32724; Start 12/2012; Partner; 0 hours/month. (4) Robert R. Bryant, CPA, PLLC (DBA Boatman and Bryant CPAs); Not Investment related; 10941 SE US Hwy 441, Belleview, FL 34420; CPA Partner; Start 11/2009; 0 hours/month during trading. (5) Todd Boatman CPA, PA (DBA Boatman & Bryant CPA's); Not Investment related; 12060 Waterstone Loop Drove, Windermere, FL 34786; CPA Partner; Start 10/2002; 0 hours/month. (6) Freedom 25 Office Venture LLC; Not Investment Related; 2973 W SR 434 Suite 300 Longwood, FL 32779; Commercial Rental Property; Managing Member; Start 1/1/2024; 1 hour/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-19