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Florida Financial Advisors, LLC CRD 288811
$456M regulatory AUM 4,295 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-06 |
| FL | RA | APPROVED | 2021-06-29 |
Branch Locations
2745 W Fairbanks Ave Suite 203, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
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