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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 | 2023-09-13 |
| NC | RA | APPROVED | 2022-06-06 |
| FL | RA | APPROVED | 2020-08-19 |
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 | 08/2022 |
| Rollins College | Winter Park | FL | 08/2016 | 05/2020 |
| Unemployed | Winter Park | FL | 05/2020 | 08/2020 |
| Trinity Wealth Securities L.L.C | Orland | FL | 08/2020 | 08/2022 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 08/2022 | 01/2025 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 08/2022 | 01/2025 |
| Trinity Wealth Securities, Llc | Orlando | FL | 01/2025 | Present |
| Florida Financial Advisors | Orlando | FL | 01/2025 | Present |
1) Florida Financial Advisors. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC. Investment-Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: Insurance. Position: Independent Contractor. 01/2025 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 4. Scarlett Wealth, LLC. Not Investment Related. 800 N Magnolia Ave, Orlando FL, 32803. Financial Services. Start Date: 1/1/2025. Hrs per Month: 200. Hrs Per Month During Trading: 0. Position: President. Duties: Sit as president.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-06 |
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