Best Investors
Account
Sign in
Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| FL | RA | APPROVED | 2022-11-10 |
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 | 11/2022 | Present |
| Valdosta State University | Valdosta | GA | 08/2016 | 05/2018 |
| Ponte Vedra Basketball League | Jacksonville | FL | 06/2018 | 12/2018 |
| University Of Central Florida | Orlando | FL | 01/2019 | 12/2021 |
| Jacksonville Covid Task Force | Jacksonville | FL | 02/2022 | 02/2023 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 08/2023 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. 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. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 10/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-11 |
Reach out to this advisor