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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 | 2023-10-27 |
| FL | RA | APPROVED | 2022-03-02 |
Branch Locations
2745 W Fairbanks Ave Suite 203, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 02/2022 | 10/2024 |
| Ice Cream Float | Rutland | VT | 07/2016 | 02/2022 |
| Pratico's Landscaping | Rutland | VT | 05/2019 | 05/2020 |
| Pico Mountain | Killington | VT | 12/2017 | 01/2020 |
| The Palms | Rutland | VT | 11/2021 | 01/2022 |
| Unemployed | Rutland | VT | 06/2020 | 09/2020 |
| Mount Saint Joseph Academy | Rutland | VT | 09/2013 | 06/2017 |
| University Of Vermont | Burlington | VT | 09/2017 | 05/2021 |
| Trinity Wealth Securities, Llc | Orlando | FL | 04/2022 | 10/2024 |
| Florida Financial Advisors Dba Meridian Wealth Advisors | Orlando | FL | 09/2024 | 10/2024 |
| Trinity Wealth Securities, Llc | Winter Park | FL | 10/2024 | Present |
| Florida Financial Advisors Dba Meridian Wealth Advisors | Winter Park | FL | 10/2024 | Present |
Florida Financial Advisors (DBA Meridian Wealth Advisors). Investment Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024 Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Meridian Wealth Insurance. Investment-Related. 2745 W Fairbanks Ave, Suite 203. Winter Park, FL 32789. Nature of Business: Insurance. Position: Independent Contractor. 09/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities. Investment Related. Orlando, FL. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. Ice Cream Float. Not investment related. Castleton, VT. Nature of business: Ice cream sales. Start Date 07/2016. Hours per month 1: 1 hours during trading. Estate Guru. Not investment related. Winter Park, VT. Nature of business: setup of basic wills and trusts. Start Date: 04/2025. Hours per month 15. Adam Babb LLC. Not investment related. 2745 W Fairbanks Ave Winter Park, FL 32789. Nature of business: Payroll for S-corp. Start: 3/24/2025. Position: Owner. Hours per month: 1. Hours per month during trading: 1. Duties: Use business bank account to process Payroll for S-corp.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-13 |
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