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David Kemble Platt

Florida Financial Advisors, LLC

Atlanta, GA

CRD 8111560

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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
GA RA APPROVED 2025-06-25
FL RA APPROVED 2025-06-12
  • GA RA
    APPROVED
    Since 2025-06-25
  • FL RA
    APPROVED
    Since 2025-06-12

Branch Locations

550 Pharr Road Suite 400, Atlanta, GA 30305 • 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
Florida Financial Advisors Dba Georgia Financial Advisors Atlanta GA 06/2025 Present
Zaxby's Athens GA 06/2020 01/2021
Best Buy Athens GA 07/2019 12/2019
Subway Watkinsville GA 05/2019 08/2019
Oconee County High School Watkinsville GA 10/2016 05/2020
University Of North Georgia Dahlonega GA 10/2019 12/2024
N/A Watkinsville GA 12/2024 06/2025
Oconee County Middle School Watkinsville GA 08/2015 05/2016
N/A - Student Watkinsville GA 02/2015 05/2020
Trinity Wealth Securities, Llc Atlanta GA 02/2026 Present
  • 06/2025 → Present
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
  • 06/2020 → 01/2021
    Zaxby's
    Athens, GA
  • 07/2019 → 12/2019
    Best Buy
    Athens, GA
  • 05/2019 → 08/2019
    Subway
    Watkinsville, GA
  • 10/2016 → 05/2020
    Oconee County High School
    Watkinsville, GA
  • 10/2019 → 12/2024
    University Of North Georgia
    Dahlonega, GA
  • 12/2024 → 06/2025
    N/A
    Watkinsville, GA
  • 08/2015 → 05/2016
    Oconee County Middle School
    Watkinsville, GA
  • 02/2015 → 05/2020
    N/A - Student
    Watkinsville, GA
  • 02/2026 → Present
    Trinity Wealth Securities, Llc
    Atlanta, GA
Other Businesses

o Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. Atlanta, GA 30305. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Georgia Financial Advisors). Not Investment Related. Atlanta, GA 30305. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales\ Trinity Wealth Securities, LLC. Investment Related. Atlanta, GA 30305. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-22
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S63 Uniform Securities Agent State Law Examination
    2025-05-22
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01
Other Names
  • Dj Platt
  • David Kemble Platt
  • David Kemble Platt

View on SEC IAPD

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