Margaret Theobald Costanzo

Current Employers

Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-30

FL RA
APPROVED

Since 2026-06-30

Branch Locations

190 Registry Blvd Suite 142, Saint Augustine, FL 32092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Florida Financial Advisors	Jacksonville	FL	06/2026	07/2026
Luminous Psychiatric	Schenectady	NY	06/2024	02/2026
Skidmore College	Saratoga Springs	NY	07/1999	05/2024
Unemployed	St. Augustine	FL	02/2026	06/2026
Florida Financial Advisors	St. Augustine	FL	07/2026	Present
Trinity Wealth Securities, Llc	St Augustine	FL	08/2026	Present

06/2026 → 07/2026

Florida Financial Advisors

Jacksonville, FL
06/2024 → 02/2026

Luminous Psychiatric

Schenectady, NY
07/1999 → 05/2024

Skidmore College

Saratoga Springs , NY
02/2026 → 06/2026

Unemployed

St. Augustine, FL
07/2026 → Present

Florida Financial Advisors

St. Augustine, FL
08/2026 → Present

Trinity Wealth Securities, Llc

St Augustine, FL

Other Businesses

Florida Financial Advisors. Investment Related. 190 Registry Blvd., Suite 142 Saint Augustine, FL 32092. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 190 Registry Blvd., Suite 142 Saint Augustine, FL 32092. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 190 Registry Blvd., Suite 142 Saint Augustine, FL 32092. 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.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-08-11
S65	Uniform Investment Adviser Law Examination	2026-06-18

S63 Uniform Securities Agent State Law Examination

2026-08-11
S65 Uniform Investment Adviser Law Examination

2026-06-18

Other Names

Margaret Ellen Theobald
Margaret Ellen Pancerella

View on SEC IAPD