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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-25 |
| FL | RA | APPROVED | 2024-09-12 |
| TX | RA | APPROVED | 2024-09-10 |
Branch Locations
4500 S Lakeshore Drive Suite 620, Tempe, AZ 85282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Texas Financial Advisors | Dallas | TX | 09/2024 | 09/2025 |
| Baylor University | Waco | TX | 08/2020 | 06/2024 |
| Glacier Jet Center | Kalispell | MT | 06/2020 | 08/2022 |
| Glacier Bank | Whitefish | MT | 05/2023 | 08/2023 |
| Bulldog Saloon | Whitefish | MT | 03/2019 | 07/2020 |
| Wolftail Pines Hoa | Whitefish | MT | 05/2017 | 09/2018 |
| Whitefish High School | Whitefish | MT | 08/2016 | 06/2020 |
| Trinity Wealth Securities, Llc | Dallas | TX | 02/2025 | 09/2025 |
| Florida Financial Advisors Dba Four Corners Financial Advisors | Tempe | AZ | 10/2025 | Present |
| Trinity Wealth Securities, Llc | Tempe | AZ | 10/2025 | Present |
Florida Financial Advisors (DBA Four Corners Financial Advisors). Investment Related. 4500 S. Lakeshore Drive, Suite 620, Tempe, AZ 85282. 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 (DBA Four Corners Financial Advisors). Not Investment Related. 4500 S. Lakeshore Drive, Suite 620, Tempe, AZ 85282. Nature of Business: Fixed Insurance Sales. Start Date: 10/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 4500 S. Lakeshore Drive, Suite 620, Tempe, AZ 85282. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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