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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
| FL | RA | APPROVED | 2023-03-30 |
Branch Locations
6550 W Hilsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 03/2023 | Present |
| Trulieve | Tampa | FL | 03/2021 | 07/2022 |
| Celero | Tampa | FL | 07/2022 | 11/2022 |
| Unemployed | Tampa | FL | 01/2021 | 03/2021 |
| University Of South Florida | Tampa | FL | 08/2017 | 02/2022 |
| Nike | Tampa | FL | 10/2019 | 01/2020 |
| Protential Sports | Tampa | FL | 05/2018 | 09/2019 |
| Precint Pizza | Tampa | FL | 07/2017 | 04/2018 |
| Freedom High School | Tampa | FL | 09/2015 | 06/2017 |
| Unemployed | Tampa | FL | 11/2022 | 02/2023 |
| University Of South Florida | Tampa | FL | 01/2020 | 12/2020 |
| Trinity Wealth Securities, Llc | Tampa | FL | 12/2023 | Present |
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 02/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
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