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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-31 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 10/2024 | Present |
| Uzurv | Jacksonville | FL | 06/2024 | 10/2024 |
| Uber | Jacksonville | FL | 05/2017 | 10/2024 |
| Lyft | Jacksonville | FL | 05/2017 | 10/2024 |
| Uniform Destination | Jacksonville | FL | 12/2021 | 12/2023 |
| Bank Of America | Jacksonville | FL | 05/2019 | 12/2021 |
| Community First Credit Union Of Fl | Jacksonville | FL | 01/2018 | 04/2019 |
| Vystar Credit Union | Jacksonville | FL | 01/2017 | 07/2017 |
| Unemployed | Jacksonville | FL | 10/2016 | 01/2017 |
| Lindsey Pest Services | Jacksonville | FL | 08/2012 | 10/2016 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 02/2025 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. Start Date: 10/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
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