Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-13 |
| FL | RA | APPROVED | 2019-01-02 |
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 | Orlando | FL | 07/2018 | 01/2021 |
| The Birchwood | St. Petersburg | FL | 08/2017 | 01/2019 |
| Sankaty Head Gc | Nantucket | MA | 08/2015 | 08/2017 |
| Ifs Securities Inc. | Atlanta | GA | 08/2018 | 02/2019 |
| Trinity Wealth Securities L.L.C | Orlando | FL | 02/2019 | 01/2021 |
| Florida Financial Advisors | Jacksonville | FL | 01/2021 | Present |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 01/2021 | Present |
Trinity Wealth Securities. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 01/2021. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 1661 Riverside Ave, Ste 210, Jacksonville, FL 32207 Rental business. Not Investment Related. Beginning 08/2024. Hours per Month: 1. Duties: management of payments and tenant satisfaction. Nickerson Wealth. Not Investment Related. 1211 River Oaks Rd, Jacksonville, FL 32207. Business Nature: Consulting. Position: Owner. Start Date: 1/1/2024. Hrs Per Month: 20. Hrs Per Month during Trading Hours: 0. Duties: Owner and operations of business. The Greatness Lab. Investment related. 780 Eldorado Ave, Clearwater, FL 33767. Nature of business: IMO. Position: Senior Vice President. Start date: 2/2026. Hours per month: 5. Hours per month during trading: 5. Duties: Provides operations and sales support to independent advisors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
Reach out to this advisor