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Preston Tang

Florida Financial Advisors, LLC

Tampa, FL

CRD 8080498

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Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-08
  • FL RA
    APPROVED
    Since 2025-05-08

Branch Locations

6550 W Hillsborough Ave 3Rd Floor, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Wealth Securities, Llc Tampa FL 05/2026 Present
Florida Financial Advisors Tampa FL 04/2025 Present
Vale Food Co Tallahassee FL 08/2024 03/2025
Greekhouse Tallahassee FL 07/2023 11/2024
M Montreal Quebec 06/2023 07/2023
Pineapple Willys Panama City FL 03/2022 07/2023
Doordash Panama City FL 08/2021 03/2022
Lunsford Middle School And Freedom High School Chantilly VA 01/2015 06/2021
  • 05/2026 → Present
    Trinity Wealth Securities, Llc
    Tampa, FL
  • 04/2025 → Present
    Florida Financial Advisors
    Tampa, FL
  • 08/2024 → 03/2025
    Vale Food Co
    Tallahassee, FL
  • 07/2023 → 11/2024
    Greekhouse
    Tallahassee, FL
  • 06/2023 → 07/2023
    M Montreal
    Quebec
  • 03/2022 → 07/2023
    Pineapple Willys
    Panama City, FL
  • 08/2021 → 03/2022
    Doordash
    Panama City, FL
  • 01/2015 → 06/2021
    Lunsford Middle School And Freedom High School
    Chantilly, VA
Other Businesses

o Florida Financial Advisors. Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL, USA, 33634. 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. o Florida Financial Insurance. Not Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL, USA, 33634. Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL, USA, 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-16
S65 Uniform Investment Adviser Law Examination 2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2026-05-16
  • S65 Uniform Investment Adviser Law Examination
    2025-02-06

View on SEC IAPD

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