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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-28 |
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
3511 West Commercial Blvd., Suite 402, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Ft. Lauderdale | FL | 09/2025 | Present |
| Hat Trick Hockey | Pittston | PA | 11/2022 | 06/2025 |
| Glenwood Agency | Raleigh | NC | 08/2020 | 11/2022 |
| Unemployed | N/A | XX | 09/2015 | 08/2020 |
| Trinity Wealth Securities, Llc | Ft Lauderdale | FL | 04/2026 | Present |
o Florida Financial Advisors. Investment Related. 3511 West Commercial Blvd, Suite 402, Fort Lauderdale, FL, USA, 33309. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. 3511 West Commercial Blvd, Suite 402, Fort Lauderdale, FL, USA, 33309. Nature of Business: Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 3511 West Commercial Blvd, Suite 402, Fort Lauderdale, FL, USA, 33309. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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