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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-24 |
| FL | RA | APPROVED | 2025-01-15 |
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 | 01/2025 | Present |
| Holy Family Catholic School | Jacksonville | FL | 06/2024 | 08/2024 |
| Jimmy Johns | Jacksonville Florida | FL | 10/2020 | 11/2023 |
| Postmates | Jacksonville | FL | 01/2020 | 10/2020 |
| Taco Bell | Jacksonville | FL | 07/2019 | 11/2019 |
| College At Unf | Jacksonville | FL | 09/2024 | 12/2024 |
| College At Unf | Jacksonville | FL | 12/2023 | 05/2024 |
| Bishop Kenny High School | Jacksonville | FL | 01/2015 | 07/2019 |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. 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: 01/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
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