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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| LA | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2023-05-04 |
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 | Orlando | FL | 09/2022 | 10/2024 |
| Chick-Fil-A Sand Lake Road Fsu | Orlando | FL | 07/2021 | 09/2022 |
| Chick-Fil-A Glenbrook Square | Fort Wayne | IN | 08/2013 | 05/2021 |
| Trinity Wealth Securities, Llc | Orlando | FL | 11/2022 | 10/2024 |
| Florida Financial Advisors | Miami Lakes | FL | 10/2024 | Present |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 10/2024 | Present |
1) Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
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