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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
| FL | RA | APPROVED | 2025-04-24 |
Branch Locations
3511 West Commercial Blvd., Suite 402, Ft. Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Ft. Lauderdale | FL | 04/2025 | Present |
| Wake Forest University | Winston-Salem | NC | 08/2020 | 01/2025 |
| Mira Costa High School | Manhattan Beach | CA | 08/2016 | 06/2020 |
| Trinity Wealth Securities, Llc | Ft. Lauderdale | FL | 07/2025 | Present |
Florida Financial Advisors. Investment Related. 3511 West Commercial Blvd., Suite 402 Fort Lauderdale, FL 33309. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 3511 West Commercial Blvd., Suite 402 Fort Lauderdale, FL 33309. Nature of Business: Insurance. Position: Independent Contractor. 04/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 3511 West Commercial Blvd., Suite 402 Fort Lauderdale, FL 33309. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
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