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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-12
FL RA APPROVED 2025-01-23
  • TX RA
    APPROVED
    Since 2025-09-12
  • FL RA
    APPROVED
    Since 2025-01-23

Branch Locations

800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Orlando FL 01/2025 Present
Publix Altamonte Springs FL 01/2015 12/2018
Trustco Bank Longwood FL 01/2019 05/2022
Adp Maitland FL 08/2022 07/2024
Unemployed Sanford FL 08/2024 12/2024
Trinity Wealth Securities, Llc Orlando FL 03/2025 Present
  • 01/2025 → Present
    Florida Financial Advisors
    Orlando, FL
  • 01/2015 → 12/2018
    Publix
    Altamonte Springs, FL
  • 01/2019 → 05/2022
    Trustco Bank
    Longwood, FL
  • 08/2022 → 07/2024
    Adp
    Maitland, FL
  • 08/2024 → 12/2024
    Unemployed
    Sanford, FL
  • 03/2025 → Present
    Trinity Wealth Securities, Llc
    Orlando, FL
Other Businesses

Florida Financial Advisors. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: Fixed Insurance Sales. Start Date: 01/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. 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. US Property Insurance LLC. Investment related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of business: Property and Casualty Insurance Agency. Position: P&C Agent. Hours per month: 5. Hours per month trading: 5. Start date: 7/2026. Duties: Offer P&C coverage to clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-17
S65 Uniform Investment Adviser Law Examination 2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2026-08-17
  • S65 Uniform Investment Adviser Law Examination
    2024-11-26
Other Names
  • Sidney Smith

View on SEC IAPD

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