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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
| RI | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2025-04-24 |
Branch Locations
1145 Reservoir Ave Suite 200, Cranston, RI 02920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami Lakes | FL | 10/2024 | 01/2026 |
| Dahl House Day Spa Llc | Bonney Lake | WA | 06/2022 | 05/2024 |
| Unemployed | Bonney Lake | WA | 05/2024 | 09/2024 |
| Unemployed | Box Elder | SD | 05/2018 | 01/2019 |
| University Of Washington, Foster School Of Business, Seattle | Seattle | WA | 01/2019 | 06/2022 |
| United States Air Force, Active Duty | Bonney Lake | WA | 05/2012 | 05/2018 |
| Trinity Wealth Securities, Llc | Miami | FL | 01/2025 | 01/2026 |
| Trinity Wealth Securities, Llc | Providence | RI | 01/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Providence | RI | 01/2026 | Present |
Florida Financial Advisors DBA New England Financial Advisors. Investment Related. Cranston, RI 02920. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Investment Related. Cranston, RI 02920.Nature of Business: Fixed Insurance Sales. Start Date: 01/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Cranston, RI 02920 Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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