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Trenton Thomas Barrett

Florida Financial Advisors, LLC

Wetkumpa, AL

CRD 7689597

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Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-11-25
VA RA APPROVED 2023-12-18
TX RA APPROVED_RES 2023-06-13
FL RA APPROVED 2023-03-16
  • AL RA
    APPROVED
    Since 2024-11-25
  • VA RA
    APPROVED
    Since 2023-12-18
  • TX RA
    APPROVED_RES
    Since 2023-06-13
  • FL RA
    APPROVED
    Since 2023-03-16

Branch Locations

Wetkumpa, AL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Vienna VA 01/2023 11/2024
Auburn University Auburn AL 01/2020 12/2022
Southern Union State Community College Opelika AL 08/2017 12/2021
Island Wing Company Auburn AL 08/2017 02/2018
Wings Etc. Auburn AL 04/2018 09/2020
Wetumpka High School Wetumpka AL 08/2013 05/2017
Trinity Wealth Securities, Llc Vienna VA 04/2023 11/2024
Trinity Wealth Securities, Llc Wetumpka AL 11/2024 Present
Florida Financial Advisors Dba Tristate Financial Advisors Wetumpka AL 11/2024 Present
  • 01/2023 → 11/2024
    Florida Financial Advisors
    Vienna, VA
  • 01/2020 → 12/2022
    Auburn University
    Auburn, AL
  • 08/2017 → 12/2021
    Southern Union State Community College
    Opelika, AL
  • 08/2017 → 02/2018
    Island Wing Company
    Auburn, AL
  • 04/2018 → 09/2020
    Wings Etc.
    Auburn, AL
  • 08/2013 → 05/2017
    Wetumpka High School
    Wetumpka, AL
  • 04/2023 → 11/2024
    Trinity Wealth Securities, Llc
    Vienna, VA
  • 11/2024 → Present
    Trinity Wealth Securities, Llc
    Wetumpka, AL
  • 11/2024 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Wetumpka, AL
Other Businesses

Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. 364 McDonald Dr, Wetkumpa, AL, USA, 36092. Nature of Business: RIA. Position: Financial Consultant. Start Date:11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Investment Related. 364 McDonald Dr, Wetkumpa, AL, USA, 36092. Nature of Business: Fixed Insurance Sales. 11/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 364 McDonald Dr, Wetkumpa, AL, USA, 36092. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-02
S65 Uniform Investment Adviser Law Examination 2022-11-11
  • S63 Uniform Securities Agent State Law Examination
    2024-05-02
  • S65 Uniform Investment Adviser Law Examination
    2022-11-11
Other Names
  • Trent Barrett

View on SEC IAPD

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