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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED | 2026-05-15 |
| FL | RA | APPROVED | 2026-02-17 |
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 | 02/2026 | Present |
| Chophouse At Nocatee | Ponte Vedra | FL | 12/2024 | 04/2026 |
| Chophouse Thirteen | Jacksonville | FL | 10/2023 | 12/2024 |
| Iii Forks Steak And Seafood | Jacksonville | FL | 10/2021 | 10/2023 |
| Dave And Buster's | Jacksonville | FL | 04/2021 | 10/2021 |
| Seacoast Christian Academy | Jacksonville | FL | 08/2018 | 04/2021 |
| Sandalwood High School | Jacksonville | FL | 08/2017 | 06/2018 |
| Fletcher Middle School | Jacksonville Beach | FL | 08/2014 | 06/2017 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 04/2026 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 02/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. 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 | 2025-10-29 |
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