Wyatt Davy

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → Present
  Florida Financial Advisors
  Tampa, FL
• 01/2022 → 11/2022
  Spicer Jeffries
  Palm Beach, FL
• 10/2014 → 08/2018
  Watermans Seafood
  Ocean City, MD
• 10/2018 → 06/2019
  Jersey Mikes
  Saint Augustine, FL
• 08/2017 → 12/2021
  Flagler College
  Saint Augustine, FL
• 02/2020 → 02/2021
  Harrys Seafood
  Saint Augustine, FL
• 03/2021 → 11/2021
  Caps On The Water
  Saint Augustine, FL
• 03/2023 → Present
  Trinity Wealth Securities, Llc
  Tampa, FL

Other Businesses

Florida Financial Advisors. Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634. Fixed Insurance Sales. 11/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-02
• S65 Uniform Investment Adviser Law Examination
  2022-11-02

Other Names

• Wyatt Charles Davy