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Florida Financial Advisors, LLC CRD 288811
$456M regulatory AUM 4,295 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED | 2024-05-08 |
| FL | RA | APPROVED | 2023-01-22 |
Branch Locations
333 3Rd Ave N Suite 223, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 12/2022 | 07/2026 |
| Boston Harbor Consulting | Boston | MA | 01/2022 | 11/2022 |
| Bentley University | Waltham | MA | 09/2016 | 10/2021 |
| Woods Hole Golf Club | Falmouth | MA | 06/2013 | 09/2021 |
| Trinity Wealth Securities, Llc | Tampa | FL | 06/2023 | 07/2026 |
| Trinity Wealth Securities, Llc | St. Petersburg | FL | 07/2026 | Present |
| Florida Financial Advisors | St. Petersburg | FL | 07/2026 | Present |
Florida Financial Advisors. Investment Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-11-03 |
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