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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-01 |
| LA | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-06-24 |
| FL | RA | APPROVED | 2023-08-24 |
Branch Locations
6001 Chatham Center Drive, Savannah, GA 31405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities, Llc | Tampa | FL | 07/2023 | 08/2025 |
| Bonefish Grill | Tallahassee | FL | 05/2021 | 05/2022 |
| Moe's Southwest Grill | Tampa | FL | 04/2020 | 08/2020 |
| Mathnasium | Lutz | FL | 06/2018 | 08/2019 |
| Moe's Southwest Grill | Lutz | FL | 12/2017 | 08/2019 |
| Subway | Wesley Chapel | FL | 01/2017 | 12/2017 |
| Charlie Park | Tallahassee | FL | 09/2022 | 07/2023 |
| Sunlake Highschool | Land O Lakes | FL | 01/2018 | 05/2019 |
| Berkeley Preparatory School | Tampa | FL | 08/2012 | 12/2017 |
| Florida State University | Tallahassee | FL | 08/2019 | 05/2023 |
| Florida Financial Advisors | Tampa | FL | 08/2023 | 08/2025 |
| Trinity Wealth Securities, Llc | Savannah | GA | 08/2025 | Present |
| Florida Financial Advisors Dba Georgia Financial Advisors | Savannah | GA | 08/2025 | Present |
Trinity Wealth Securities, LLC Investment Related. 6001 Chatham Center Drive, Suite 140, Savannah, GA 31405. Nature of Business: Securities Sales. Position: Security Sales. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Advisors DBA Georgia Financial Advisors. Investment Related. 6001 Chatham Center Drive, Suite 140, Savannah, GA 31405. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. 6001 Chatham Center Drive, Suite 140, Savannah, GA 31405. Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-10 |
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