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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
| FL | RA | APPROVED | 2021-11-09 |
Branch Locations
3600 S Gessner Road Suite 230, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 10/2021 | 08/2025 |
| The Local- Neptune Beach | Neptune Beach | FL | 10/2021 | 10/2022 |
| Cactus 3 | Iowa City | IA | 05/2019 | 09/2021 |
| The Elks Lodge #590 | Iowa City | IA | 05/2016 | 09/2019 |
| Iowa City West High School | Iowa City | IA | 08/2013 | 05/2017 |
| University Of Iowa | Iowa City | IA | 08/2017 | 05/2021 |
| Trinity Wealth Securities Llc | Jacksonville | FL | 11/2022 | 08/2025 |
| Trinity Wealth Securities, Llc | Houston | TX | 08/2025 | Present |
| Florida Financial Advisors Dba Texas Financial Advisors | Houston | TX | 08/2025 | Present |
Florida Financial Advisors DBA Texas Financial Advisors. Investment Related. Houston, TX. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Houston, TX. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Houston, TX. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Aguirre Wealth Solutions. Investment related. 2054 Riverside Avenue Jacksonville, FL 32204. Nature: Financial services. Position: Owner. Start: 3/30/2024. Hours per month: 4. Hours per month during trading: 0. Duties: help my clients within my personal book of business with making financial decisions through values based comprehensive financial planning and consultation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-13 |
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