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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-06 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partner Wealth, Llc | Saint Louis | MO | 03/2026 | Present |
| Trinity Wealth Securities | Atlanta | GA | 12/2023 | 03/2026 |
| Flordia Financial Advisors Dba Georgia Financial | Atlanta | GA | 05/2023 | 03/2026 |
| Georgia Museum Of Art | Athens | GA | 02/2023 | 06/2023 |
| Gwinnnet Park And Recreation | Lawrenceville | GA | 12/2022 | 02/2023 |
| Berry College | Rome | GA | 08/2019 | 12/2022 |
| Kiddieland Child Care | Watkinsville | GA | 08/2015 | 07/2019 |
Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. Atlanta, GA 30305 Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Georgia Financial Advisors). Not Investment Related. Atlanta, GA 30305. Nature of Business: Fixed Insurance Sales.08/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Atlanta, GA 30305Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
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