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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-15 |
Branch Locations
1680 Fruitville Road Suite 403, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Sarasota | FL | 04/2026 | Present |
| Patterson Pool Fencing Llc Dba Protect-A-Child Charlotte County | Port Charlotte | FL | 07/2022 | Present |
| Florida Emergency Cleaning | Palm City | FL | 05/2021 | 09/2022 |
| N/A - Extended Travel | Palm City | FL | 05/2020 | 04/2021 |
| Straticon Construction | Stuart | FL | 07/2019 | 04/2020 |
| University Of Florida | Gainesville | FL | 06/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Sarasota | FL | 07/2026 | Present |
Florida Financial Advisors. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Insurance. Position: Independent Contractor. 7/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Patterson Pool Fencing LLC DBA Protect-A-Child of Charlotte County. NOT Investment Related. 2200 Kings Highway, 3L #A1035 Port Charlotte, FL 33980. Nature of Business: Sales/Installation of removable mesh pool fencing. Position: Owner/Operator. Starting 07/2022. 15 hours per month outside of trading hours only (evenings/weekends). Selling and installing pool fences. Trinity Wealth Securities, LLC. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
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