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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
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 | 11/2025 | Present |
| Publix | Orlando | FL | 08/2020 | 08/2022 |
| Publix | Tallahassee | FL | 08/2022 | 04/2024 |
| Valencia Community College | Orlando | FL | 07/2020 | 07/2022 |
| Florida State University | Tallahassee | FL | 08/2022 | 08/2025 |
| Timber Creek Highschool | Orlando | FL | 08/2015 | 05/2020 |
| Trinity Wealth Securities, Llc | Orlando | FL | 01/2026 | Present |
o Florida Financial Advisors. Investment Related. Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2025. 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. 11/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Orlando, FL 32803. 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 | 2026-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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