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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 05/2026 | Present |
| Bank Of America | Jacksonville | FL | 04/2025 | 05/2026 |
| Alive Credit Union | Jacksonville | FL | 10/2023 | 02/2025 |
| Florida Financial Advisors | Jacksonville | FL | 10/2021 | 05/2023 |
| Synovus Bank | Brunswick | GA | 07/2019 | 06/2021 |
| Publix | Brunswick | GA | 10/2015 | 07/2019 |
| Unemployed | Brunswick | GA | 07/2021 | 12/2021 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 10/2022 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Advisors. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 11/021. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2022. Hours per Month: 160. Hours per Month during Trading Hours: 160. Securities Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
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