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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
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 | 04/2025 | Present |
| Waffle House | Toledo | OH | 02/2017 | 04/2017 |
| Chipotle | Toledo | OH | 02/2017 | 04/2017 |
| Vail Resorts | Truckee | CA | 06/2021 | 08/2021 |
| Vail Resorts | Truckee | CA | 06/2022 | 08/2022 |
| Vail Resorts | Truckee | CA | 06/2023 | 08/2023 |
| Vail Resorts | Truckee | CA | 06/2024 | 08/2024 |
| Venus Fashion | Boca Raton | FL | 12/2022 | 03/2023 |
| Lynn University | Boca Raton | FL | 09/2016 | 05/2025 |
| Trinity Wealth Securities, Llc | Miami | FL | 11/2025 | Present |
o Florida Financial Advisors. Investment Related. Miami Lakes, FL 33014. 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. Miami Lakes, FL 33014.Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
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