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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-12 |
| FL | RA | APPROVED | 2025-01-23 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
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