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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-12 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami Lakes | FL | 07/2022 | Present |
| J.T. Management Group | Round Hill | VA | 11/2020 | 06/2022 |
| Florida State University | Tallahassee | FL | 05/2019 | 08/2020 |
| Office Of The Inspector General: Small Business Administration | Washington | DC | 12/2018 | 05/2019 |
| Florida State University | Tallahassee | FL | 08/2014 | 12/2018 |
| Office Of The Inspector General: Small Business Administration | Washington | DC | 05/2018 | 08/2018 |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 06/2023 | Present |
oFlorida Financial Advisors. Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: Fixed Insurance Sales. 07/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-15 |
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