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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-23 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 09/2024 | Present |
| Midflorida Credit Union | Lakeland | FL | 10/2020 | 09/2024 |
| Dunkin Donuts | Lakeland | FL | 06/2019 | 10/2020 |
| Mckeel Academy Of Technology | Lakeland | FL | 08/2011 | 05/2019 |
| Trinity Wealth Securities, Llc | Tampa | FL | 04/2025 | Present |
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. Start Date: 09/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
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