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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
| FL | RA | APPROVED | 2025-07-11 |
Branch Locations
15500 New Barn Road, Suite 201, Miami, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 07/2025 | Present |
| Cascades | Tyler | TX | 04/2023 | 05/2025 |
| Javi's | Tyler | TX | 08/2022 | 02/2024 |
| City National Bank | Sulphur Springs | TX | 02/2024 | 01/2025 |
| Winnsboro Hardware | Winnsboro | TX | 08/2019 | 08/2022 |
| Unemployed | Winnsboro | TX | 01/2015 | 08/2019 |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 02/2026 | Present |
o Florida Financial Advisors. Investment Related. Miami Lakes, FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Miami Lakes, FL 33014.Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Miami Lakes, FL 33014. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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