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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-01 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 07/2022 | Present |
| Marshalls | North Reading | MA | 05/2019 | 09/2019 |
| One Voice/ Children International | New York | NY | 05/2021 | 09/2021 |
| Avifresh | Alfred | NY | 01/2019 | 04/2021 |
| Amazon | New York | NY | 06/2020 | 08/2020 |
| Hanford Brothers Company | Lowell | MA | 05/2017 | 09/2017 |
| Alfred University | Alfred | NY | 08/2018 | 05/2022 |
| Fredrick Douglas Academy | New York | NY | 09/2014 | 06/2018 |
| Trinity Wealth Securities, Llc | Orlando | FL | 06/2023 | Present |
o Florida Financial Advisors. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL, USA, 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL, USA, 32803. Nature of Business: Fixed Insurance Sales. 10/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL, USA, 32803. 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 | 2025-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-12 |
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