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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-26
GA RA APPROVED 2022-06-30
  • FL RA
    APPROVED
    Since 2024-07-26
  • GA RA
    APPROVED
    Since 2022-06-30

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Georgia Financial Advisors Atlanta GA 05/2022 01/2025
Usa Equipment Direct Norcross GA 05/2016 02/2022
W Hotels Atlanta GA 05/2018 08/2018
Ga State University Department Of Educational Policy Studies Atlanta GA 08/2017 01/2019
Peachtree Ridge Highschool Suwannee GA 08/2014 05/2017
Unemployed Lawrenceville GA 02/2021 05/2022
Trinity Wealth Securities, Llc Atlanta GA 01/2023 01/2025
Trinity Wealth Securities, Llc Jacksonville FL 01/2025 Present
Florida Financial Advisors Jacksonville FL 01/2025 Present
  • 05/2022 → 01/2025
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
  • 05/2016 → 02/2022
    Usa Equipment Direct
    Norcross, GA
  • 05/2018 → 08/2018
    W Hotels
    Atlanta, GA
  • 08/2017 → 01/2019
    Ga State University Department Of Educational Policy Studies
    Atlanta, GA
  • 08/2014 → 05/2017
    Peachtree Ridge Highschool
    Suwannee, GA
  • 02/2021 → 05/2022
    Unemployed
    Lawrenceville, GA
  • 01/2023 → 01/2025
    Trinity Wealth Securities, Llc
    Atlanta, GA
  • 01/2025 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 01/2025 → Present
    Florida Financial Advisors
    Jacksonville, FL
Other Businesses

Florida Financial Advisors. Investment Related. 1 Independent Dr, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 1 Independent Dr, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 01/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related.1 Independent Dr, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Granville Financial, LLC. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Business entity created for tax and administrative purposes (e.g., receiving 1099 income, managing expenses). Position: Managing Member. Start Date: 01/2025. Hours per Month: 0-1. Hours per Month During Trading Hours: 0. Duties: Oversight of LLC structure. No client interaction or investment-related activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-01-20
S65 Uniform Investment Adviser Law Examination 2021-12-16
  • S63 Uniform Securities Agent State Law Examination
    2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16

View on SEC IAPD

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