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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-30
FL RA APPROVED 2025-02-06
  • TX RA
    APPROVED
    Since 2026-03-30
  • FL RA
    APPROVED
    Since 2025-02-06

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Jacksonville FL 01/2025 Present
United Parcel Service St. Augustine, Tampa, And Tallahsse FL 02/2019 07/2024
Home Harbor Financial Llc St. Augustine FL 01/2021 12/2024
Allen D. Nease High School Ponte Vedra FL 08/2014 05/2019
Trinity Wealth Securities, Llc Jacksonville FL 08/2025 Present
  • 01/2025 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 02/2019 → 07/2024
    United Parcel Service
    St. Augustine, Tampa, And Tallahsse, FL
  • 01/2021 → 12/2024
    Home Harbor Financial Llc
    St. Augustine, FL
  • 08/2014 → 05/2019
    Allen D. Nease High School
    Ponte Vedra, FL
  • 08/2025 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
Other Businesses

Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 01/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. A Bounce Above Party Rentals. Non-investment related. St. Augustine, FL 32092. Bounce house rentals. Position: Helper. Hours per month: 15. Hours per month trading: 0. Start date: 6/8/2025. Helping out as 1099 at friend's bounce house rental business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21

View on SEC IAPD

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