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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-18 |
| FL | RA | APPROVED | 2023-03-21 |
Branch Locations
6550 W Hillsborough 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 |
| Florida Financial Advisors | Tampa | FL | 01/2023 | 03/2023 |
| Florida Financial Advisors | Tampa | FL | 01/2022 | 01/2023 |
| Coldwell Banker | St. Petersburg | FL | 09/2020 | 03/2024 |
| Intrinio | St. Petersburg | FL | 10/2021 | 12/2021 |
| Intrinio | St. Petersburg | FL | 06/2020 | 10/2021 |
| Intrinio | St. Petersburg | FL | 02/2020 | 06/2020 |
| Jellyvision | Chicago | IL | 07/2019 | 02/2020 |
| Jellyvision | Chicago | IL | 01/2019 | 06/2019 |
| Conway Family Wines | Santa Barbara | CA | 08/2018 | 01/2019 |
| Westmont College | Santa Barbara | CA | 08/2015 | 12/2018 |
| Westmont College | Santa Barbara | CA | 08/2017 | 05/2018 |
| Westmont College | Santa Barbara | CA | 08/2017 | 05/2018 |
| Westmont College | Santa Barbara | CA | 05/2017 | 08/2017 |
| Westmont College | Santa Barbara | CA | 08/2016 | 05/2017 |
| Coldwell Banker | St. Petersburg | FL | 04/2022 | 01/2024 |
| Trinity Wealth Securities, Llc | Tampa | FL | 07/2023 | Present |
o Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 03/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. o Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Fortosis-Green Financial Planning, LLC. Not investment related. 4301 Anchor Plaza Pkwy Tampa, FL 33634. Nature: Financial Services. Position: Owner. Start: 4/2/2024. Hours per month: 0. Hours per month trading: 0. Established LLC to help with taxes. Do not utilize in any other capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
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