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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-03 |
Branch Locations
1 Independent Drive, Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 05/2025 | Present |
| Stony Brook Yacht Club | Stony Brook | NY | 08/2022 | 05/2025 |
| Oxbo International | Byron | NY | 06/2023 | 09/2023 |
| The Spare Rib | Commack | NY | 02/2022 | 06/2022 |
| Andy's Pizza | Elba | NY | 09/2019 | 11/2021 |
| Elba Central School | Elba | NY | 05/2015 | 09/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 03/2026 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance 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: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
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