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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| FL | RA | APPROVED | 2025-04-16 |
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 |
| Usable Life | Jacksonville | FL | 06/2024 | 08/2024 |
| Yamato's Japanese Steakhouse And Sushi Bar | St. Augustine | FL | 08/2020 | 09/2022 |
| University Of North Florida | Jacksonville | FL | 08/2023 | Present |
| St. Johns River State College | St. Augustine | FL | 08/2021 | 08/2023 |
| Pedro Menendez High School | St. Augustine | FL | 08/2019 | 05/2023 |
| Unemployed | St.AUgustine | FL | 01/2015 | 08/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 06/2025 | Present |
o Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 05/2025 Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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