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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-12 |
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