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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-26 |
| GA | RA | APPROVED | 2022-06-30 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
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