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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
7077 Bonneval Road, Suite 420, Jacksonville, FL 32216 • United States
7077 Bonneval Road Ste 420, Jacksonville, FL 32216 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-29 |
| VA | RA | APPROVED | 2024-05-14 |
| FL | RA | APPROVED | 2023-01-03 |
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 | 12/2022 | 04/2024 |
| Al's Pizza | Jacksonville | FL | 08/2017 | 01/2018 |
| Unemployed | Jacksonville | FL | 04/2015 | 08/2017 |
| Unemployed | Jacksonville | FL | 01/2018 | 01/2022 |
| Florida Digital Capital Llc | Jacksonville | FL | 01/2022 | 12/2022 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 05/2023 | 04/2024 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 04/2024 | 04/2026 |
| Trinity Wealth Securities, Llc | Vienna | VA | 04/2024 | 04/2026 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 05/2026 | 08/2026 |
| Florida Financial Advisors | Jacksonville | FL | 05/2026 | 08/2026 |
| Lpl Financial, Llc | Jacksonville | FL | 08/2026 | Present |
1. 08/2026 - Voyager Financial Advisors LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington, VA, 22203 – OBA Start Date: 03/01/2025 2. 08/2026 - Aegis Consulting - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 08/31/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-04 |
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