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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-10 |
| CA | RA | APPROVED | 2026-01-15 |
| PA | RA | APPROVED | 2025-06-03 |
| SC | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-01-31 |
| GA | RA | APPROVED | 2025-01-23 |
| LA | RA | APPROVED | 2024-12-19 |
| NC | RA | APPROVED | 2024-12-17 |
| TN | RA | APPROVED | 2024-12-17 |
| FL | RA | APPROVED | 2024-08-29 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
7405 Shallowford Road Suite #380B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | St. Petersburg | FL | 10/2020 | 10/2023 |
| Cellular Sales | Troy | AL | 01/2020 | 12/2020 |
| Auburn University | Auburn | AL | 08/2016 | 12/2019 |
| Mr. Cooper | Dallas | TX | 05/2019 | 08/2019 |
| Jacobs | Fort Walton | FL | 05/2018 | 08/2018 |
| Pine Cove | Tyler | TX | 05/2017 | 07/2017 |
| Trinity Wealth Securities L.L.C | Chattanooga | TN | 11/2020 | Present |
| Ffa Dba Elevate Financial Planning & Wealth Management | Chattanooga | TN | 10/2023 | 09/2024 |
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 09/2023 | 04/2024 |
| Florida Financial Insurance, Llc | Chattanooga | TN | 11/2020 | Present |
| Elevate Insurance Agency Services Llc | Chattanooga | TN | 10/2023 | Present |
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 04/2024 | Present |
1. Trinity Wealth Securities. Investment Related. Chattanooga, TN. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2020. Hours per Month: 25 of which 20 hours are during trading hours. Securities Related Activities. 2. Florida Financial Insurance DBA Elevate Financial Planning & Wealth Management. Not Investment Related. Chattanooga, TN. Fixed Insurance Sales. 10/2023. Hours per Month: 6 of which 5 hours are during trading. Duties: fixed insurance sales. 3. Elevate Insurance Agency Services LLC. Not Investment Related. Chattanooga, TN. Fixed Insurance Sales. Managing Partner. 10/2023. Hours per Month: 45 hours of which 35 hours are during trading. Duties: fixed insurance sales. 4. Rental Property Owner. Not investment related. St Petersburg, FL. Rental Property. Owner of Property. 04/2024. Hours per month: 2. Duties: Approving requests for repairs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
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