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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 | 2025-12-12 |
| FL | RA | APPROVED | 2025-01-06 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 12/2024 | Present |
| Quackdogs | Oxford | MS | 08/2023 | 03/2024 |
| Alta | Nashville | TN | 06/2023 | 07/2023 |
| Brian Bielik Llc | Orange Park | FL | 05/2018 | 07/2020 |
| Cracker Barrell | Orange Park | FL | 05/2022 | 07/2022 |
| Grumpys | Orange Park | FL | 12/2022 | 01/2023 |
| Unemployed | Orange Park | FL | 05/2012 | 04/2018 |
| University Of Mississippi | Oxford | MS | 08/2020 | 05/2024 |
| Unemployed | Orange Park | FL | 05/2024 | 11/2024 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 02/2025 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities. Florida Financial Insurance. Not Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. Start Date: 12/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related.1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-09 |
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