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Alexander Montgomery Stak

Florida Financial Advisors, LLC

Orlando, FL

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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-13
FL RA APPROVED 2019-04-12
  • TX RA
    APPROVED_RES
    Since 2023-06-13
  • FL RA
    APPROVED
    Since 2019-04-12

Branch Locations

800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Orlando FL 09/2018 Present
Florida State University Tallahassee FL 05/2014 08/2018
Growler Usa Tallahassee FL 03/2017 08/2017
The Strip Tallahassee FL 08/2016 12/2016
Ifs Securities Inc. Atlanta FL 10/2018 02/2019
Trinity Wealth Securities L.L.C Orlando FL 02/2019 Present
  • 09/2018 → Present
    Florida Financial Advisors
    Orlando, FL
  • 05/2014 → 08/2018
    Florida State University
    Tallahassee, FL
  • 03/2017 → 08/2017
    Growler Usa
    Tallahassee, FL
  • 08/2016 → 12/2016
    The Strip
    Tallahassee, FL
  • 10/2018 → 02/2019
    Ifs Securities Inc.
    Atlanta, FL
  • 02/2019 → Present
    Trinity Wealth Securities L.L.C
    Orlando, FL
Other Businesses

1.Trinity Wealth Securities. Investment Related. Orlando, FL 32805. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2019. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. 2.Florida Financial Advisors. Investment Related. Orlando, FL 32805. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2018. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3)Florida Financial Insurance. Not Investment Related. Orlando, FL 32801. Nature of Business: Fixed Insurance Sales. 08/2018. Hours per Month: 10 hours during trading. Duties: fixed insurance sales

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-20
S65 Uniform Investment Adviser Law Examination 2019-01-05
  • S63 Uniform Securities Agent State Law Examination
    2025-09-20
  • S65 Uniform Investment Adviser Law Examination
    2019-01-05

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