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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 | 2023-07-06 |
| NC | RA | APPROVED | 2022-06-07 |
| FL | RA | APPROVED | 2019-08-07 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities Llc | Orlando | FL | 07/2019 | 06/2022 |
| Florida Financial Advisors | Orlando | FL | 06/2019 | 06/2022 |
| Florida State University | Tallahassee | FL | 08/2015 | 05/2019 |
| Gvo Llc | Tallahassee | FL | 09/2018 | 10/2018 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 06/2022 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 06/2022 | Present |
1.Trinity Wealth Securities. Investment Related. Charlotte, NC 28203. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. 2.Florida Financial Advisors. Investment Related. Charlotte, NC 28203. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3)Florida Financial Insurance. Not Investment Related. Charlotte, NC 28203. Fixed Insurance Sales. 06/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
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