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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-04 |
Branch Locations
2973 West Sr 434 Ste 300, Longwood, FL 32779 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2024 | Present |
| Black Hills State University | Spearfish | SD | 08/2019 | 05/2024 |
| Lake Nona High School | Orlando | FL | 08/2015 | 06/2019 |
| Boatman & Bryant Cpas, Pllc | Orlando | FL | 09/2024 | Present |
| Move-It Man | Spearfish | SD | 08/2020 | 01/2022 |
| Miller Creek Pub | Spearfish | SD | 06/2021 | 08/2022 |
| The Latchstring Restaurant | Spearfish | SD | 06/2022 | 02/2024 |
| Unemployed | Orlando | FL | 05/2024 | 08/2024 |
(1) Boatman & Bryant CPAs; CPA Firm; Not investment related; 125 E. Indiana Ave, Ste B, Deland, FL 32724; Staff Accountant; Assist clients with tax filings & associated tax matters; Start 9/3/2024; 160 hours/month, 130 hours/month during trading. (2) Freedom 65 Holdings LLC; Investment Related; 2973 W SR 434, Ste 300, Longwood, FL 32779; Financial Advisor; Advising clients with regards to investment matters; Start 8/30/2025; 160 hours/month, 130 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
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