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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 |
| GA | RA | APPROVED | 2023-02-09 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors (Dba Georgia Financial Advisors) | Atlanta | GA | 01/2023 | Present |
| Middle Georgia State University | Macon | GA | 08/2017 | 12/2022 |
| Middle Georgia Computers | Macon | GA | 01/2016 | 12/2018 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 07/2023 | Present |
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: 01/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Georgia Financial Advisors). Investment-Related. 550 Pharr Road NE, Suite 400 Atlanta, GA 30305. Nature of Business: Insurance. Position: Independent Contractor. 01/2023. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 550 Pharr Road NE, Suite 400 Atlanta, GA 30305 Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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