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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-21 |
| FL | RA | APPROVED | 2026-01-09 |
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 | 01/2025 | Present |
| Magellan Transport Logistics | Jacksonville | FL | 01/2025 | 10/2025 |
| Florida State College Of Jacksonville | Jacksonville | FL | 09/2020 | 12/2024 |
| Marble Slab Ice Cream | Jacksonville | FL | 03/2020 | 09/2020 |
| Unemployed | Jacksonville | FL | 09/2019 | 03/2020 |
| A Bar A Ranch | Encampment | WY | 05/2019 | 09/2019 |
| Your Pie | Jacksonville | FL | 01/2016 | 04/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 02/2026 | Present |
o Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 01/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
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