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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-18 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 08/2020 | 10/2020 |
| Tenneco Inc. (Driv) | Monroe | MI | 05/2019 | 07/2019 |
| 4Rivers Smokehouse | Orlando, Fl | FL | 07/2018 | 11/2018 |
| Captel Service Specialists | Orlando, Fl | FL | 05/2017 | 10/2017 |
| University Of Central Florida | Orlando | FL | 08/2016 | 05/2020 |
| Marriott Vacations | Orlando | FL | 10/2016 | 12/2016 |
| Trinity Wealth Securities L.L.C | Orlando | FL | 08/2020 | 10/2020 |
| Florida Financial Advisors | Winter Park | FL | 01/2021 | Present |
| Trinity Wealth Securities L.L.C | Winter Park | FL | 02/2021 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL 32805. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Orlando, FL 32805. Nature of Business: Fixed Insurance Sales. 08/2020. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities. Investment Related. Winter Park, FL 32789. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-29 |
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