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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2025-06-26 |
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 | 05/2025 | Present |
| Mercedes-Benz Of Salem | Salem | OR | 06/2020 | 08/2021 |
| Iwingz | Salem | OR | 06/2022 | 08/2022 |
| Sprague High School | Salem | OR | 09/2017 | 06/2021 |
| Crossler Middle School | Salem | OR | 09/2013 | 06/2017 |
| Oregon State University | Corvallis | OR | 09/2021 | 06/2022 |
| University Of Oregon | Salem | OR | 09/2022 | 06/2025 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 08/2025 | Present |
o Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. 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. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. 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. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. 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 | 2026-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
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