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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-11 |
| FL | RA | APPROVED | 2023-06-21 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 06/2023 | Present |
| Equitable Advisors | Peoria | IL | 09/2022 | 05/2023 |
| Caterpillar | Peoria | IL | 05/2022 | 08/2022 |
| Mbe Worldwide Development | Barcelona | 01/2022 | 05/2022 | |
| Aldi | Peoria | IL | 06/2021 | 01/2022 |
| Ups | East Peoria | IL | 04/2021 | 08/2021 |
| Bradley University | Peoria | IL | 08/2020 | 04/2021 |
| Argenta-Oreana School District | Oreana | IL | 05/2020 | 08/2020 |
| Bradley University | Peoria | IL | 08/2019 | 05/2020 |
| Taco Bell | Decatur | IL | 05/2019 | 08/2019 |
| Argenta-Oreana High School | Argenta | IL | 08/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 03/2024 | Present |
oFlorida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 06/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-30 |
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