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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2024-05-07 |
| FL | RA | APPROVED | 2023-09-14 |
Branch Locations
1680 Fruitville Road Suite 403, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Tampa | FL | 07/2022 | 07/2023 |
| Harrison And Held Llp | St. Louis | MO | 06/2021 | 08/2021 |
| Sirius Wealth Management Firm | St. Louis | MO | 06/2021 | 08/2021 |
| Bryan Cave Leighton Paisner | St. Louis | MO | 06/2020 | 08/2020 |
| Elon University | Elon | NC | 08/2018 | 07/2022 |
| Barrington Highschool | Barrington | RI | 08/2015 | 06/2018 |
| Morgan Stanley | Temple Terrace | FL | 07/2022 | 07/2023 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2023 | 04/2025 |
| Florida Financial Advisors | Tampa | FL | 08/2023 | 04/2025 |
| Florida Financial Advisors | Sarasota | FL | 04/2025 | Present |
| Trinity Wealth Securities, Llc | Sarasota | FL | 04/2025 | Present |
oFlorida Financial Advisors. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC. Investment-Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Insurance. Position: Independent Contractor. 7/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-27 |
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