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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-18 |
| FL | RA | APPROVED | 2025-12-05 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 11/2025 | Present |
| Berkley Services Company | Huntsville | AL | 05/2021 | Present |
| Sparkman High School | Harvest | AL | 08/2017 | 05/2021 |
| Rosie's Cantina | Huntsville | AL | 01/2020 | 05/2020 |
| Sparkman Middle School | Harvest | AL | 08/2014 | 05/2017 |
| Jacksonville State University | Jacksonville | AL | 08/2021 | 05/2025 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 08/2026 | Present |
o Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related.1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 12/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Berkley Services Company. Not investment related. Huntsville, AL 35801. Nature of business: Marketing. Position: Marketing Director. Start date: 5/2021. Hours per month: 160. Hours per month trading: 0. â?¢ Building brand awareness â?¢ Managing the marketing team â?¢ Ordering necessary supplies â?¢ Identifying relevant business opportunities Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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