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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-31
TX RA APPROVED 2023-05-04
GA RA APPROVED 2022-12-05
  • FL RA
    APPROVED
    Since 2024-05-31
  • TX RA
    APPROVED
    Since 2023-05-04
  • GA RA
    APPROVED
    Since 2022-12-05

Branch Locations

550 Pharr Road, Suite 400, Atlanta, GA 30305 • 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 Dba Georgia Financial Advisors Atlanta GA 11/2022 Present
Farmers Insurance Alpharetta GA 07/2022 08/2022
Cherokee Lanes Canton GA 07/2014 07/2022
Unemployed Canton GA 08/2022 11/2022
Trinity Wealth Securities, Llc Atlanta GA 03/2023 Present
  • 11/2022 → Present
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
  • 07/2022 → 08/2022
    Farmers Insurance
    Alpharetta, GA
  • 07/2014 → 07/2022
    Cherokee Lanes
    Canton, GA
  • 08/2022 → 11/2022
    Unemployed
    Canton, GA
  • 03/2023 → Present
    Trinity Wealth Securities, Llc
    Atlanta, GA
Other Businesses

Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. 550 Pharr Road NE, Suite 400, Atlanta, GA 30305. 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 (DBA Georgia Financial Advisors). Not Investment Related. 550 Pharr Road NE, Suite 400, Atlanta, GA 30305. Nature of Business: Fixed Insurance Sales. 11/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 550 Pharr Road NE, Suite 400, Atlanta, GA 30305. 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-14
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-11-14
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07

View on SEC IAPD

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