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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 05/2023 | Present |
| Unemployed | Apopka | FL | 01/2023 | 05/2023 |
| Point Park University | Pittsburgh | PA | 08/2021 | 12/2022 |
| Point Park University | Pittsburgh | PA | 05/2018 | 05/2021 |
| Amazon | Whitestown | IN | 08/2017 | 04/2018 |
| Unemployed | Fishers | IN | 05/2017 | 08/2017 |
| Ball State University | Muncie | IN | 08/2016 | 05/2017 |
| Trinity Wealth Securities, Llc | Orlando | FL | 10/2023 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL 32801. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Orlando, FL 32801. Nature of Business: Fixed Insurance Sales. 05/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Orlando, FL 32801. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-05 |
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