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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2023-01-05 |
Branch Locations
200 Central Ave, 4Th Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Securities, Inc. | Atlanta | GA | 07/2018 | 02/2019 |
| Florida Financial Advisors | Tampa | FL | 05/2018 | 01/2023 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 02/2019 | 01/2023 |
| Florida State University | Tallahassee | FL | 08/2014 | 05/2018 |
| Rfg Advisory, Llc Dba Bayview Private Wealth | St. Petersburg | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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