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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| FL | RA | APPROVED | 2025-04-07 |
Branch Locations
1 Independent Drive, Suite 201, Jacksonville, FL 32202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Fernandina Beach | FL | 01/2022 | 09/2023 |
| Florida State University | Tallahassee | FL | 06/2017 | 04/2021 |
| College Fresh | Tallahassee | FL | 01/2019 | 10/2020 |
| Unemployed | Draper | UT | 04/2021 | 12/2021 |
| Ralph L. Wadsworth | Salt Lake City | UT | 05/2020 | 08/2020 |
| Hurricane Grill & Wings | St. Johns | FL | 05/2018 | 08/2018 |
| Wendy's | St. Johns | FL | 09/2016 | 12/2017 |
| Creekside High School | St. Johns | FL | 08/2013 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Fernandina Beach | FL | 01/2023 | 03/2024 |
| Florida Financial Advisors | Jacksonville | FL | 03/2025 | Present |
| Unemployed | St. Augustine | FL | 03/2024 | 03/2025 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 08/2026 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 4/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 4/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. 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. BalkanBros/Etsy. Not investment related. 75 Trafford Ct, Saint Johns, FL 32259. Nature of business: E-Commerce. Position: Seller. Start date: 6/2026. Hours per month: 8. Hours per month trading: 0. Duties: My duties include designing the products, managing the online shop, customer service, reporting income, managing production partner relationships. Compensation is sales revenue based on orders placed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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