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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 | 2023-05-02 |
| FL | RA | APPROVED | 2020-11-10 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities | Tampa | FL | 06/2020 | Present |
| Roccos Tacos And Tequila Bar | Tampa | FL | 06/2019 | 01/2020 |
| Astro Ice Cream | Tampa | FL | 06/2018 | 02/2019 |
| Elite Vinyl Fencing | Cocoa | FL | 05/2017 | 08/2017 |
| Primerica | Tampa | FL | 03/2019 | 04/2020 |
| University Of Tampa | Tampa | FL | 08/2016 | 05/2020 |
| Unemployed | Tampa | FL | 08/2016 | 05/2017 |
| Unemployed | Tampa | FL | 08/2017 | 06/2018 |
| Florida Financial Advisors | Tampa | FL | 09/2020 | Present |
1) Florida Financial Advisors. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2020. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2)Florida Financial Insurance, LLC. Investment-Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Insurance. Position: Independent Contractor. 06/2020. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2020. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-02 |
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