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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED_RES | 2024-07-16 |
| FL | RA | APPROVED | 2024-06-03 |
| GA | RA | APPROVED | 2022-06-17 |
Branch Locations
1145 Reservoir Ave Suite 200, Cranston, RI 02920 • 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 | 10/2025 |
| Market Concepts, Llc. | Charlottesville | VA | 01/2019 | 05/2021 |
| Blue Ridge Heart And Wellness | Charlottesville | VA | 01/2019 | 05/2021 |
| Glenmore Country Club | Keswick | VA | 05/2018 | 07/2020 |
| South And Central Grille | Charlottesville | VA | 05/2021 | 01/2022 |
| Castle Development Partners | Charlottesville | VA | 05/2018 | 08/2018 |
| Fry's Spring Beach Club | Charlottesville | VA | 05/2016 | 07/2017 |
| Charlottesville High School | Charlottesville | VA | 08/2013 | 06/2017 |
| Vanderbilt University | Nashville | TN | 08/2017 | 05/2021 |
| Unemployed | Atlanta | GA | 01/2022 | 05/2022 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 07/2023 | 10/2025 |
| Florida Financial Advisors Dba New England Financial Advisors | Cranston | RI | 10/2025 | Present |
| Trinity Wealth Securities, Llc | Cranston | RI | 10/2025 | Present |
Florida Financial Advisors (DBA New England Financial Advisors). Investment Related. 1145 Reservoir Ave, Suite 200, Cranston, RI 02920. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA New England Financial Advisors). Not Investment Related. 1145 Reservoir Ave, Suite 200, Cranston, RI 02920. Nature of Business: Fixed Insurance Sales. 10/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1145 Reservoir Ave, Suite 200, Cranston, RI 02920. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
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