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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
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 | 07/2025 | Present |
| Tom O'BRien Chrysler Jeep Dodge Ram | Indianapolis | IN | 05/2024 | 08/2024 |
| University Of Dayton | Dayton | OH | 08/2021 | 05/2025 |
| St. Theodore Guerin Catholic High School | Noblesville | IN | 08/2017 | 06/2021 |
| St. Maria Goretti | Westfield | IN | 08/2014 | 06/2017 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 09/2025 | Present |
Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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