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11098 Biscayne Boulevard Suite 304, Miami, FL 33161 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-10 |
Branch Locations
11098 Biscayne Boulevard Suite 304, Miami, FL 33161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longman Wealthcare Management, Llc | Miami | FL | 07/2026 | Present |
| Berkowitz Pollack Brant Advisors + Cpas | Ft. Lauderdale | FL | 09/2022 | 07/2026 |
| Ernst & Young | Boca Raton | FL | 09/2020 | 09/2022 |
| Thomas J Longman Cpa, Pa | Miami | FL | 07/2026 | Present |
| Baker Tilly Advisory Group Llc | Ft Lauderdale | FL | 01/2026 | 07/2026 |
| Unemployed | Miami | FL | 05/2020 | 09/2020 |
| Rsm Us Llp | Ft Lauderdale | FL | 06/2019 | 08/2019 |
| University Of Florida | Gainsville | FL | 08/2015 | 05/2020 |
Thomas J Longman, CPA, PA, public accounting firm, not investment-related. Staff accountant. Duties: preparation of tax returns, tax planning and compliance, bookkeeping and financial statement preparation. Approximately 100 hours a month, significantly more during tax season.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
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