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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
| FL | RA | APPROVED | 2023-05-30 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Miami Lakes | FL | 05/2023 | Present |
| Biotissue | Miami | FL | 05/2022 | 08/2022 |
| University Of Florida | Gainesville | FL | 08/2019 | 05/2023 |
| School For Advanced Studies South | Miami | FL | 08/2017 | 06/2019 |
| Terra Environmental Research Institute | Miami | FL | 08/2015 | 06/2017 |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 06/2024 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. 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. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. 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. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Securities Sales. Start Date: 06/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Trading Card Sales. Not Investment Related. Miami, FL 33173. Nature of Business: Trading Card Sales. Position: Sole Proprietor. Start Date: 08/2019. Hours per Month: 20. Hours per Month During Trading Hours: 0. US Property Insurance LLC. Investment related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of business: Property and Casualty Insurance Agency. Position: P&C Agent. Hours per month: 5. Hours per month trading: 5. Start date: 5/2026. Duties: Offer P&C coverage to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-22 |
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