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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2024-02-16 |
| FL | RA | APPROVED | 2023-05-04 |
Branch Locations
15500 New Barn Road Suite 201, Miami, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami Lakes | FL | 03/2023 | Present |
| King Library At Miami University | Oxford | OH | 06/2016 | 05/2019 |
| Cyxtera Technologies | Coral Gables | FL | 06/2019 | 12/2019 |
| Dog Walking And Lawn Service | Flossmoor | IL | 02/2020 | 01/2023 |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 06/2025 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL, USA, 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2023. Hours per Month: 160. Hours Per During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL, USA, 33014. Nature of Business: Fixed Insurance Sales. 03/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL, USA, 33014 Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2025. Hours per Month: 160. Hours Per During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-11 |
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