Joshua Daniel Jordan

Current Employers

Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-17

FL RA
APPROVED

Since 2025-07-17

Branch Locations

1680 Fruitville Road Suite 403, Sarasota, FL 34236 • 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

Organization	City	State	From	To
Florida Financial Advisors	Sarasota	FL	07/2025	Present
Chick-Fil-A	Bradenton	FL	01/2016	05/2018
Rosedale Golf And Country Club	Bradenton	FL	06/2018	08/2020
Publix	Bradenton	FL	10/2020	02/2022
Bmw Of Sarasota	Sarasota	FL	03/2022	12/2023
Imagine Middle School	North Port	FL	01/2014	12/2016
University Of Florida	Gainesville	FL	01/2023	09/2025
Trinity Wealth Securities, Llc	Sarasota	FL	10/2025	Present

07/2025 → Present

Florida Financial Advisors

Sarasota, FL
01/2016 → 05/2018

Chick-Fil-A

Bradenton, FL
06/2018 → 08/2020

Rosedale Golf And Country Club

Bradenton, FL
10/2020 → 02/2022

Publix

Bradenton, FL
03/2022 → 12/2023

Bmw Of Sarasota

Sarasota, FL
01/2014 → 12/2016

Imagine Middle School

North Port, FL
01/2023 → 09/2025

University Of Florida

Gainesville, FL
10/2025 → Present

Trinity Wealth Securities, Llc

Sarasota, FL

Other Businesses

Florida Financial Advisors. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Insurance. Position: Independent Contractor. 7/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities, LLC. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-05-13
S65	Uniform Investment Adviser Law Examination	2025-06-26

S63 Uniform Securities Agent State Law Examination

2026-05-13
S65 Uniform Investment Adviser Law Examination

2025-06-26

Other Names

Josh Daniel Jordan

View on SEC IAPD