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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 | 2024-11-20 |
| FL | RA | APPROVED | 2021-08-25 |
Branch Locations
555 Winderley Place Suite 300, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Winter Park | FL | 08/2021 | 10/2025 |
| Augusta University | Augusta | GA | 08/2017 | 05/2021 |
| Greenbrier High School | Evans | GA | 08/2013 | 05/2017 |
| Trinity Wealth Securities, Llc | Orlando | FL | 06/2022 | 10/2025 |
| Florida Financial Advisors | Maitland | FL | 10/2025 | Present |
| Trinity Wealth Securities, Llc | Maitland | FL | 10/2025 | Present |
Florida Financial Advisors. Investment Related. 555 Winderley Place Suite 300 Maitland, FL 32751. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 555 Winderley Place Suite 300 Maitland, FL 32751. Nature of Business: Insurance. Position: Independent Contractor. 10/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales oTrinity Wealth Securities, LLC. Investment Related. 555 Winderley Place Suite 300 Maitland, FL 32751. Nature of Business: Securities Sales. Position: Registered Representative. Start Date:10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oJust Cry Woolf Financial LLC. Not investment related. Orlando, FL 32806. Nature of Business: Rendering Services. Position: MGR. Start date: 6/27/2023. Hours per month: 1. Hours per month trading: 0. Owner of entity that utilizes my services and monitors my income from them. Crow & Woolf LLC. Not investment related. Maitland, FL 32751. Nature of business: Rending services. Position: MGR. Start date: 10/2025. Hours per month: 1. Hours per month trading: 0. Duties: Owner of entity that utilizes my services and monitors my income from them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-12 |
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