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Florida Financial Advisors, LLC CRD 288811
$456M regulatory AUM 4,295 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-03 |
| FL | RA | APPROVED | 2025-05-21 |
Branch Locations
800 N Magnolia Ave, Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 05/2025 | Present |
| Premier Accounting & Tax Services | Orlando | FL | 05/2024 | 08/2024 |
| Alpex Capital | San Francisco | FL | 05/2023 | 09/2023 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2025 |
| Celebration High School | Celebration | FL | 08/2017 | 05/2021 |
| Celebration K-8 | Celebration | FL | 08/2008 | 05/2017 |
| Trinity Wealth Securities, Llc | Orlando | FL | 08/2025 | Present |
o Florida Financial Advisors. Investment Related. Orlando, FL 32803. 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. Orlando, FL 32803. 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. Orlando, FL 32803. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
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