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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 | 2026-01-13 |
| FL | RA | APPROVED | 2021-08-04 |
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 | 08/2021 | Present |
| Vestavia Bowl | Vestavia | AL | 06/2015 | 01/2018 |
| Philly Boyz | Tuscaloosa | AL | 01/2018 | 04/2018 |
| Vestavia Bowl | Vestavia | AL | 04/2018 | 08/2018 |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2021 |
| Uber | Orlando | FL | 05/2021 | 08/2021 |
| Northwestern Mutual | Tuscaloosa | AL | 10/2020 | 02/2021 |
| Trinity Wealth Securities, Llc | Orlando | FL | 11/2022 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL.. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Orlando, FL. Nature of Business: Fixed Insurance Sales. 08/2021. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities. Investment Related. Orlando, FL. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
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