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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-18 |
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 | 06/2025 | Present |
| Broad Peak Investment Advisers Pte. Ltd | Singapore | 07/2018 | 08/2018 | |
| Uhustle | Remote | GA | 06/2019 | 08/2019 |
| Oliver Maner Llp | Savannah | GA | 06/2018 | 07/2018 |
| Danny Merrit's Congressional Campaign | Savannah | GA | 08/2019 | 08/2019 |
| Congressional Offices Of Rep Jack Kingston & Buddy Carter | Savannah | GA | 07/2014 | 08/2017 |
| Wofford | Spartanburg | SC | 01/2016 | 08/2020 |
| Trinity College Dublin, University Of Dublin | Belfast | 07/2020 | 12/2021 | |
| Unemployed | Savannah | GA | 12/2021 | 06/2025 |
| Trinity Wealth Securities, Llc | Orlando | FL | 12/2025 | Present |
o Florida Financial Advisors. Investment Related. Orlando, FL 32803. 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. Not Investment Related. Orlando, FL 32803. Nature of Business: Fixed Insurance Sales. 06/2025. 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: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. W.V.T. ENTERPRISES, INC. Investment Related. Address: 8413-D FERGUSON AVENUE, SAVANNAH, GA, 31406, USA. Nature of Business: Domestic Profit Corporation. Position: Stock Holder. Start Date: 7/31/1997. Hrs Per Month: 0. Hrs per month during trading hours: 0. Duties: I own shares, although I believe they are held in a trust. They occasionally pay out, but I think this only happens if the company does not use the funds for something else within a set time period.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
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