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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_RES 2023-05-03
FL RA APPROVED 2020-06-16
  • TX RA
    APPROVED_RES
    Since 2023-05-03
  • FL RA
    APPROVED
    Since 2020-06-16

Branch Locations

6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • 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
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
  • 05/2017 → 04/2018
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
  • 09/2019 → Present
    Florida Financial Advisors
    Tampa, FL
  • 04/2016 → 03/2017
    Compass Hrm
    Tampa, FL
  • 04/2018 → 02/2019
    Ifs Securities Inc.
    Atlanta, GA
  • 02/2019 → Present
    Trinity Wealth Securities L.L.C
    Tampa, FL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-15
S65 Uniform Investment Adviser Law Examination 2020-05-19
  • S63 Uniform Securities Agent State Law Examination
    2026-07-15
  • S65 Uniform Investment Adviser Law Examination
    2020-05-19

View on SEC IAPD

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