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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
| FL | RA | APPROVED | 2025-02-15 |
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 | 02/2025 | Present |
| Unemployed | St Johns | FL | 08/2024 | 01/2025 |
| Momentum Solar | Jacksonville | FL | 07/2024 | 08/2024 |
| Unemployed | St Johns | FL | 02/2024 | 07/2024 |
| Two Men And A Truck | Thonotosassa | FL | 04/2018 | 01/2024 |
| University Of South Florida | Tampa | FL | 08/2016 | 08/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 07/2025 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 02/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer 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: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-16 |
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