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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 08/2025 | Present |
| Scheffel-Boyle Cpas | Belleville | IL | 02/2025 | 04/2025 |
| Sodexo | Portland | ME | 05/2024 | 08/2024 |
| Scheffel-Boyle Cpas | Alton | IL | 02/2024 | 04/2024 |
| Lenz Distributing | New Berlin | IL | 05/2022 | 08/2022 |
| Crawford, Murphy, And Tilly | Springfield | IL | 05/2023 | 08/2023 |
| Raging Rivers | Grafton | IL | 05/2020 | 08/2020 |
| Triple S Farms | Eldred | IL | 05/2019 | 08/2019 |
| Copper Stills And Mash | Carrollton | IL | 05/2018 | 08/2018 |
| Future Swings Sports Complex | Jacksonville | IL | 05/2021 | 08/2021 |
| Unemployed | Land O' Lakes | FL | 04/2025 | 08/2025 |
| Full Time Student | Edwardsville | IL | 08/2024 | 02/2025 |
| Full Time Student | Edwardsville | IL | 08/2023 | 02/2024 |
| Full Time Student | Edwardsville | IL | 08/2022 | 05/2023 |
| Full Time Student | Springfield | IL | 08/2021 | 05/2022 |
| Full Time Student | Springfield | IL | 08/2020 | 05/2021 |
| Full Time Student | Terre Haute | IN | 08/2019 | 05/2020 |
| High School Student | Carrollton | IL | 08/2018 | 05/2019 |
| High School Student | Carrollton | IL | 05/2015 | 05/2018 |
| Trinity Wealth Securities, Llc | Tampa | FL | 01/2026 | Present |
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-19 |
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