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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-28 |
Branch Locations
5225 Tech Data Dr, Suite 200, Clearwater, FL 33760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Clearwater | FL | 01/2026 | Present |
| Boston College | Chestnut Hill | MA | 06/2025 | 01/2026 |
| Resilience Inc | Brighton | MA | 07/2025 | 08/2025 |
| Boston College | Chestnut Hill | MA | 09/2023 | 07/2025 |
| Boston College | Chestnut Hill | MA | 06/2023 | 09/2023 |
| Boston College | Chestnut Hill | MA | 01/2022 | 06/2023 |
| N/A | Budaiya | 06/2021 | 01/2022 | |
| British School Of Bahrain | Hamala | 07/2018 | 06/2021 | |
| Noor Al Diyar School | Diyar | 01/2018 | 07/2018 | |
| British School Of Bahrain | Hamala | 01/2016 | 01/2018 | |
| Latwealth Financial Advisors | Clearwater | FL | 01/2026 | Present |
1) Florida Financial Advisors. Investment Related.5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial Consultant. Start Date: 1/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities 2) LatWealth Financial Advisors. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial planning and wealth management marketing entity. Does not provide investment advisory services. Advisory services are offered through Florida Financial Advisors, LLC. Start Date: 1/2026.. Hours per Month: 160. Hours per Month During Trading Hours: 160. Marketing activities; no advisory services conducted through this entity. 3) Latitude Insurance Agency Services. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Insurance agency. Licensed insurance agency engaged in the sale of fixed insurance products. Position: Independent Contractor. 1/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales. 4) Florida Financial Insurance, LLC. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Licensed insurance agency engaged in the sale of insurance products, including fixed and fixed indexed annuities and life insurance. Position: Independent Contractor. 1/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-13 |
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