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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
| FL | RA | APPROVED | 2025-02-07 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 01/2025 | Present |
| Innovatex | Carl Junction | MO | 06/2024 | Present |
| Leafy Green Farms | Pittsburg | KS | 03/2024 | 08/2024 |
| Pittsburg State University | Pittsburg | KS | 10/2022 | 12/2023 |
| Missouri Southern State University | Joplin | MO | 03/2022 | 07/2022 |
| Concentrix | Managua | 11/2021 | 12/2021 | |
| Uam College | Managua | 01/2014 | 10/2021 | |
| Trinity Wealth Securities, Llc | Miami | FL | 11/2025 | Present |
| Inter Miami Cf Llc. | Coral Gables | FL | 03/2026 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. 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, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 01/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. InnovateX. Not Investment Related. Carl Junction, Missouri. Nature of Business: Growth Partners, Marketing and Programming Services. Start Date: 06/2024. Hours per Month: 20hrs. Duties: Lead Developer. Inter Miami CF LLC. Not investment related. 800 S Douglas Road, 12th Floor Coral Gables, FL 33134. Nature of business: Customer service. Position: Guest Services Representative. Start date: 3/2026. Hours per month: 12. Hours per month during trading: 0. Duties: Part-time matchday staff responsible for creating a welcoming environment, providing stadium navigation, and ensuring safety at Miami Freedom Park. These roles include Ushers, Ticket Takers, and Premium Hosts, requiring bilingual (English/Spanish) skills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
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