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Florida Financial Advisors, LLC CRD 288811
$456M regulatory AUM 4,295 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
| FL | RA | APPROVED | 2024-02-12 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Tampa | FL | 06/2023 | 10/2023 |
| Mutual Of Omaha Insurance Company | Tampa | FL | 06/2023 | 10/2023 |
| University Of Tampa Athletic Marketing | Tampa | FL | 09/2019 | 05/2023 |
| Ralph's Italian Ices | Staten Island | NY | 07/2017 | 08/2019 |
| Tottenville High School | Staten Island | NY | 07/2015 | 06/2017 |
| Florida Financial Advisors | Tampa | FL | 01/2024 | Present |
| Trinity Wealth Securities, Llc | Tampa | FL | 05/2025 | Present |
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 01/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
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