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Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-26
FL RA APPROVED 2024-05-22
  • TX RA
    APPROVED_RES
    Since 2025-08-26
  • FL RA
    APPROVED
    Since 2024-05-22

Branch Locations

2973 W Sr 434 #300, Longwood, FL 32779 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

125 East Indiana Ave, Deland, FL 32724 • United States

10941 Se Us Hwy 441, Belleview, FL 34420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boatman & Bryant Cpas Longwood FL 10/2009 Present
Boatman And Bryant Capital Solutions Pllc Longwood FL 01/2020 Present
J.W. Cole Advisors, Inc. Tampa FL 05/2024 Present
  • 10/2009 → Present
    Boatman & Bryant Cpas
    Longwood, FL
  • 01/2020 → Present
    Boatman And Bryant Capital Solutions Pllc
    Longwood, FL
  • 05/2024 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2020-09-03 → 2025-03-31
    Boatman And Bryant Capital Solutions Pllc
    Longwood, FL
    Deland, FL
    Belleview, FL
Other Businesses

(1) 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, 0 hours/month during trading. (2) Hillsdale Tax Services, PLLC; Income Tax Services; Not investment related; 125 East Indiana Avenue, Ste B, DeLand, FL 32724; Partner; Start 12/2012; 0 hours/month, 0 hours/month during trading. (3) Robert R. Bryant CPA, PLLC (DBA Boatman & Bryant CPA); CPA Firm; Not investment related; 10941 SE US Hwy 441, Belleview, FL 34420; CPA Partner; Start 11/2009; 200 hours/month, 120 hours/month during trading. (4) Todd Boatman, CPA, PA (DBA Boatman & Bryant CPA's); Not investment related; 12060 Waterstone Loop Dr, Windermere, FL 34786; CPA Partner; Start 10/2002; 0 hours/month, 0 hours/month during trading. (5) 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. (6) Freedom 35 Office Venture LLC; Real Estate Owner; Not investment related; 1700 McMullen Booth Rd, Unit C-3, Clearwater, FL 33759; Manager; Start 8/2023; 0 hours/month, 0 hours/month during trading. (7) Pine Ridge Partners LLC; Real Estate Owner; Not investment related; 1700 McMullen Booth Rd, Unit C-3, Clearwater, FL 33759; Manager; Start 11/15/2021; 0 hours/month, 0 hours/month during trading. (8) Trustee and Executor for Marlene Wolsky

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-20
S63 Uniform Securities Agent State Law Examination 1999-01-12
  • S65 Uniform Investment Adviser Law Examination
    2019-09-20
  • S63 Uniform Securities Agent State Law Examination
    1999-01-12

View on SEC IAPD

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