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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 | 2023-05-04 |
| FL | RA | APPROVED | 2019-09-13 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2017 | 04/2018 |
| Mickool, Inc. | Tampa | FL | 05/2017 | 05/2018 |
| University Of Florida | Gainesville | FL | 05/2013 | 05/2017 |
| Florida Financial Advisors | Tampa | FL | 05/2018 | 09/2020 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 02/2019 | 09/2020 |
| Ifs Securities Inc. | Atlanta | GA | 04/2018 | 02/2019 |
| Florida Financial Advisors | Miami | FL | 09/2020 | Present |
| Trinity Wealth Securities L.L.C | Miami | FL | 09/2020 | Present |
1.Trinity Wealth Securities. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014 . 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. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2018. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3)Florida Financial Insurance, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 05/2018. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-30 |
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