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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| FL | RA | APPROVED | 2020-10-20 |
Branch Locations
1680 Fruitville Road Suite 403, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities L.L.C | Tampa | FL | 06/2020 | 04/2025 |
| Malibu Apartments | Tampa | FL | 05/2018 | 03/2020 |
| University Of South Florida | Tampa | FL | 08/2015 | 05/2018 |
| Vesta Property Services | Ruskin | FL | 05/2017 | 08/2017 |
| Florida Financial Advisors | Tampa | FL | 07/2020 | 04/2025 |
| Florida Financial Advisors | Sarasota | FL | 04/2025 | Present |
| Trinity Wealth Securities, Llc | Sarasota | FL | 04/2025 | Present |
1. Trinity Wealth Securities, LLC. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2. Florida Financial Advisors. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026 Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3) Florida Financial Insurance, LLC. Investment-Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Insurance. Position: Independent Contractor. 7/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-18 |
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