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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-11
FL RA APPROVED 2023-06-21
  • TX RA
    APPROVED
    Since 2023-12-11
  • FL RA
    APPROVED
    Since 2023-06-21

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2023 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 09/2022 → 05/2023
    Equitable Advisors
    Peoria, IL
  • 05/2022 → 08/2022
    Caterpillar
    Peoria, IL
  • 01/2022 → 05/2022
    Mbe Worldwide Development
    Barcelona
  • 06/2021 → 01/2022
    Aldi
    Peoria, IL
  • 04/2021 → 08/2021
    Ups
    East Peoria, IL
  • 08/2020 → 04/2021
    Bradley University
    Peoria, IL
  • 05/2020 → 08/2020
    Argenta-Oreana School District
    Oreana, IL
  • 08/2019 → 05/2020
    Bradley University
    Peoria, IL
  • 05/2019 → 08/2019
    Taco Bell
    Decatur, IL
  • 08/2015 → 05/2019
    Argenta-Oreana High School
    Argenta, IL
  • 03/2024 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-11
S65 Uniform Investment Adviser Law Examination 2023-03-30
  • S63 Uniform Securities Agent State Law Examination
    2026-07-11
  • S65 Uniform Investment Adviser Law Examination
    2023-03-30

View on SEC IAPD

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