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Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-06
FL RA APPROVED 2021-06-29
  • TX RA
    APPROVED_RES
    Since 2024-09-06
  • FL RA
    APPROVED
    Since 2021-06-29

Branch Locations

2745 W Fairbanks Ave Suite 203, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Orlando FL 06/2021 10/2024
Dynamark Services Coconut Creek FL 07/2020 06/2021
Crunch Fitness Gainesville FL 01/2020 06/2020
Newbold Corp Rocky Mount VA 05/2017 07/2017
University Of Florida Gainesville FL 08/2014 04/2019
Unemployed Gainesville FL 05/2019 12/2019
Trinity Wealth Securities Llc Orlando FL 09/2021 10/2024
Florida Financial Advisors Dba Meridian Wealth Advisors Winter Park FL 10/2024 Present
Trinity Wealth Securities Llc Winter Park FL 10/2024 Present
  • 06/2021 → 10/2024
    Florida Financial Advisors
    Orlando, FL
  • 07/2020 → 06/2021
    Dynamark Services
    Coconut Creek, FL
  • 01/2020 → 06/2020
    Crunch Fitness
    Gainesville, FL
  • 05/2017 → 07/2017
    Newbold Corp
    Rocky Mount, VA
  • 08/2014 → 04/2019
    University Of Florida
    Gainesville, FL
  • 05/2019 → 12/2019
    Unemployed
    Gainesville, FL
  • 09/2021 → 10/2024
    Trinity Wealth Securities Llc
    Orlando, FL
  • 10/2024 → Present
    Florida Financial Advisors Dba Meridian Wealth Advisors
    Winter Park, FL
  • 10/2024 → Present
    Trinity Wealth Securities Llc
    Winter Park, FL
Other Businesses

Florida Financial Advisors (DBA Meridian Wealth Advisors). Investment Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. 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, LLC. Investment-Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Meridian Wealth Insurance. Investment-Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 2745 Fair Banks Avenue, Suite 203 Winter Park, FL 32789. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. - Midkiff Financial Advisors, LLC. Not investment related. 2745 Fair Banks Avenue, Suite 203 Winter Park, FL 32789. Position: Manager. Start: 11/9/2022, Hours per month: 1. Hours per month trading: 1. This LLC is a not-for-profit organization that is used for the organization of my personal finances and taxes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-11
  • S65 Uniform Investment Adviser Law Examination
    2021-06-11
Other Names
  • Mark Anthony Midkiff

View on SEC IAPD

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