Nathan D Leedy

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-12-02
FL	RA	APPROVED	2020-11-06

TX RA
APPROVED_RES

Since 2024-12-02
FL RA
APPROVED

Since 2020-11-06

Branch Locations

Naples, FL • 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

Organization	City	State	From	To
Trinity Wealth Securities	Orlando	FL	05/2020	01/2025
Middlebury College	Middlebury	VT	05/2013	05/2017
239 Custom Builds Llc	Naples	FL	05/2017	05/2020
Florida Financial Advisors	Orlando	FL	06/2020	01/2025
Trinity Wealth Securities, Llc	Tampa	FL	01/2025	03/2026
Florida Financial Advisors	Tampa	FL	01/2025	03/2026
Florida Financial Advisors	Naples	FL	03/2026	Present
Trinity Wealth Securities, Llc	Naples	FL	03/2026	Present
Greatness Lab	Naples	FL	03/2026	Present

05/2020 → 01/2025

Trinity Wealth Securities

Orlando, FL
05/2013 → 05/2017

Middlebury College

Middlebury, VT
05/2017 → 05/2020

239 Custom Builds Llc

Naples, FL
06/2020 → 01/2025

Florida Financial Advisors

Orlando, FL
01/2025 → 03/2026

Trinity Wealth Securities, Llc

Tampa, FL
01/2025 → 03/2026

Florida Financial Advisors

Tampa, FL
03/2026 → Present

Florida Financial Advisors

Naples, FL
03/2026 → Present

Trinity Wealth Securities, Llc

Naples, FL
03/2026 → Present

Greatness Lab

Naples, FL

Other Businesses

Florida Financial Advisors. Investment Related. 79 Burning Tree Dr, Naples, FL 34105. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 79 Burning Tree Dr, Naples, FL 34105. Nature of Business: Insurance. Position: Independent Contractor. 03/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 79 Burning Tree Dr, Naples, FL 34105. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Greatness Lab, LLC. Investment Related. 79 Burning Tree Dr, Naples, FL 34105. Nature of Business: Practice Development. Position: VP of Practice Development. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-02-28
S65	Uniform Investment Adviser Law Examination	2020-06-03

S63 Uniform Securities Agent State Law Examination

2022-02-28
S65 Uniform Investment Adviser Law Examination

2020-06-03

Other Names

Nate Leedy

View on SEC IAPD