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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-06-22
FL RA APPROVED 2024-06-03
GA RA APPROVED 2023-10-12
  • LA RA
    APPROVED
    Since 2026-06-22
  • FL RA
    APPROVED
    Since 2024-06-03
  • GA RA
    APPROVED
    Since 2023-10-12

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
Wm Investment Group Fayetteville GA 08/2021 08/2022
Hire Dynamics Mcdonough GA 03/2021 07/2021
Walmart Statesboro GA 09/2019 03/2021
Nationwide Insurance Mcdonough GA 10/2018 08/2019
Hire Dynamics Mcdonough GA 01/2018 10/2018
Kauffman Tire Kennesaw GA 03/2016 10/2017
Phx Financial, Inc. New York NY 11/2022 10/2023
Trinity Wealth Securities, Llc Atlanta GA 10/2023 Present
Florida Financial Advisors Dba Georgia Financial Advisors Atlanta GA 10/2023 Present
  • 08/2021 → 08/2022
    Wm Investment Group
    Fayetteville, GA
  • 03/2021 → 07/2021
    Hire Dynamics
    Mcdonough, GA
  • 09/2019 → 03/2021
    Walmart
    Statesboro, GA
  • 10/2018 → 08/2019
    Nationwide Insurance
    Mcdonough, GA
  • 01/2018 → 10/2018
    Hire Dynamics
    Mcdonough, GA
  • 03/2016 → 10/2017
    Kauffman Tire
    Kennesaw, GA
  • 11/2022 → 10/2023
    Phx Financial, Inc.
    New York, NY
  • 10/2023 → Present
    Trinity Wealth Securities, Llc
    Atlanta, GA
  • 10/2023 → Present
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
Other Businesses

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 30305Nature 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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-18
S63 Uniform Securities Agent State Law Examination 2023-03-27
  • S65 Uniform Investment Adviser Law Examination
    2023-08-18
  • S63 Uniform Securities Agent State Law Examination
    2023-03-27

View on SEC IAPD

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