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Florida Financial Advisors, LLC CRD 288811
$456M regulatory AUM 4,295 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-02 |
| FL | RA | APPROVED | 2021-11-09 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 10/2021 | Present |
| Hebrew Academy Of Tampa | Tampa | FL | 06/2012 | 06/2020 |
| Chabad Of Tampa Bay | Tampa | FL | 06/2020 | Present |
| Trinity Wealth Securities | Tampa | FL | 12/2021 | Present |
1) rabbi; chabad; Investment Related: No; Location: 14908 pennington rd; Description of the business: I'm a Rabbi I teach Torah to jews in tampa. I teach boys for their bar mitzvah about 20 hours a month; Responsibilities Duties: I teach torah classes, i teach 12 year old boys for their bar mitzvah; Start date with business: 2021-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5; 2) Florida Financial Advisors. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3) Florida Financial Insurance, LLC. Investment-Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Insurance. Position: Independent Contractor. 10/2021. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 4) Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-26 |
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