Daniel A Raps-Huffman

Current Employers

Employment History

• 06/2017 → 04/2018
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 06/2017 → 05/2018
  Mickool, Inc.
  Tampa, FL
• 06/2014 → 05/2017
  Silver Dollar Bar
  Athens, GA
• 04/2018 → 02/2019
  Ifs Securities Inc.
  Atlanta, GA
• 05/2018 → 04/2022
  Florida Financial Advisors, Llc
  Tampa, FL
• 03/2019 → 04/2022
  Trinity Wealth Securities L.L.C
  Tampa, FL
• 04/2022 → Present
  Trinity Wealth Securities, Llc
  Atlanta, GA
• 04/2022 → Present
  Florida Financial Advisors Dba Georgia Financial Advisors
  Atlanta, GA

Other Businesses

1.Trinity Wealth Securities. Investment Related. 550 Pharr Rd NE, Suite 400, Atlanta GA 30305. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2019. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. 2.Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. 550 Pharr Rd NE, Suite 400, Atlanta GA 30305. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2017. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities 3)Florida Financial Insurance (DBA Georgia Financial Advisors). Not Investment Related. 550 Pharr Rd NE, Suite 400, Atlanta GA 30305. Fixed Insurance Sales. 03/2019. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. 4)2-15 Life Including Variable Annuity & Health Licence; Investment related: No. Location of the business: Tampa, Fl 33609. Description of the business: License. Position title: License holder. Start date: 6/2018. Hours per Month During Trading Hours: 10. 5.) Rental Property at 1911 Montana Ave NE, Saint Petersburg FL 33703. Non-investment related business, see address as name of business. This is a home that i own in Florida that i am currently renting out. I am the homeowner and thus the landlord would be my title. We started renting out on 05/01/2022. I devote potentially 3-5 hours a month to the business, however none of that occurs during securities trading hours. My duties are to collect rent and make sure the property is maintained. 6.) Board Position at the Community Foundation for Financial Literacy, address is 2221 Peachtree Rd NE, D217, Atlanta, GA 30309. This is non-investment related business. This organization is a 501c3 non-profit organization aimed at helping to educate local youth in basic personal finance concepts so they can create a better financial future for themselves and their families. My position is on the board assisting with fund raising and social media campaigning. I started this relationship approximately January 1st of 2023. I most likely dedicate 2 hours a month to this position and that time is exclusively on the weekends. 7.) Estate Planner with Estate Guru. Business is non-investment related, address is 550 Pharr Rd NE, Suite 400, Atlanta GA 30305. I build estate plans and trust documents with the help of an attorney through Estate Guru. I recently started this business, in the last 2 months, and i probably only dedicate 1-2 hours a month towards this activity and do not do during normal trading hours. 8.) Raps Management LLC. Investment related. 2475 Rosecrest Place Northeast, Atlanta GA 30345. Nature: Insurance and finance planning. Position: CEO. Start: 3/4/2025. Hours per month: 200. Hours per month trading: 2. LLC is to separate business and personal expenses. All income earned through this LLC is direct from ALG for insurance commissions, AUM fees, and financial planning fees.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-28

Other Names

• Daniel Alan Raps
• Daniel Alan Raps-Huffman
• Daniel Raps-Huffman