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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-03 |
| FL | RA | APPROVED | 2020-06-16 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2017 | 04/2018 |
| Florida Financial Advisors | Tampa | FL | 09/2019 | Present |
| Compass Hrm | Tampa | FL | 04/2016 | 03/2017 |
| Ifs Securities Inc. | Atlanta | GA | 04/2018 | 02/2019 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 02/2019 | Present |
1) Florida Financial Advisors. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2019. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Financial Consultant. Start Date: 03/2019. Hours Per Month: 160. Hours Per Month During Trading Hours: 160. Investment Related Activities & Securities Sales. 3) Florida Financial Insurance, LLC. Investment-Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Insurance. Position: Independent Contractor. 09/2019. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 4) Lavorgna Properties LLC. Not Investment Related. 15607 Hawks Crest Loop, Odessa FL 33556. Buy and sell or lease residential real estate. Owner/Operator. 03/2025. Hours per month: 5. Number of hours you devote to other business during securities trading: 0. Duties: manage, purchase and sell residential properties. 5) The Greatness Lab. Investment related. 780 Eldorado Ave, Clearwater FL 33767. Nature of business: IMO/ Position: Senior Vice President. Hours per month: 5. Hours per month trading: 5. Start date: 2/2026. Duties: Provide operational and sales support to independent advisors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
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