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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 | 2025-03-31 |
| FL | RA | APPROVED | 2021-07-27 |
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 | 07/2021 | Present |
| Sam's Bar & Restaurant | East Hampton | NY | 06/2013 | 08/2020 |
| East Hampton Indoor Tennis | East Hampton | NY | 06/2015 | 09/2020 |
| Genesee Valley Podiatry | Geneseo | NY | 10/2020 | 12/2020 |
| State University Of New York At Geneseo | Geneseo | NY | 01/2021 | 06/2021 |
| Trinity Wealth Securities, Llc | Jacksonville | GA | 07/2022 | Present |
oFlorida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 07/2021. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities. Investment Related. Jacksonville, FL 32022. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
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