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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-05-29 |
| GA | RA | APPROVED | 2023-10-12 |
Branch Locations
550 Pharr Road, Suite 400, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phx Financial, Inc. | New York | NY | 11/2022 | 10/2023 |
| Wmr Investment Group | Fayetteville | GA | 08/2021 | 08/2022 |
| Reel Steel | Decator | GA | 05/2021 | 07/2021 |
| Jonesboro Animal Hospital | Jonesboro | GA | 07/2020 | 03/2021 |
| Georgia Southern University | Statesboro | GA | 08/2016 | 05/2020 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 10/2023 | Present |
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 10/2023 | Present |
oTrinity Wealth Securities, LLC. Investment Related. Atlanta, GA 30305. Nature of Business: Securities Sales. Position: Securities Sales. Start Date: 10/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. Atlanta, GA 30305 Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Georgia Financial Advisors). Not Investment Related. Atlanta, GA 30305. Nature of Business: Fixed Insurance Sales. 10/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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