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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
| FL | RA | APPROVED | 2024-10-09 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 10/2024 | Present |
| Evolution Parking And Guest Services | Jacksonville | FL | 09/2021 | 03/2025 |
| Winn Dixie | Jacksonville | FL | 07/2021 | 09/2021 |
| Southeast Toyota Distributors | Jacksonville | FL | 03/2020 | 03/2021 |
| Elite Parking Services Of America | Jacksonville | FL | 03/2023 | 04/2023 |
| University Of North Florida | Jacksonville | FL | 06/2019 | 08/2024 |
| Paxon School For Advanced Studies | Jacksonville | FL | 08/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 03/2025 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. Start Date: 10/202. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Evolution Parking and Guest Services. Not Investment Related. Jacksonville, FL. Nature Of Business: Valet. Start Date: 09/2021. Hours per Month: 72 during non trading hours. Duties: Guest service parking cashier. Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
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