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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2023-12-18 |
| FL | RA | APPROVED | 2023-06-01 |
Branch Locations
4500 S Lakeshore Drive Suite 620, Tempe, AZ 85282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 05/2023 | 05/2025 |
| Inglewood Middle School | Sammamish | WA | 04/2022 | 06/2022 |
| Amazon Inc | Redmond | WA | 06/2021 | 09/2021 |
| Fall City Floating | Fall City | WA | 06/2019 | 09/2019 |
| Eastlake High School | Sammamish | WA | 09/2015 | 06/2019 |
| Unemployed | Seattle | WA | 01/2023 | 05/2023 |
| University Of Washington | Seattle | WA | 09/2019 | 12/2022 |
| Trinity Wealth Securities Llc | Tampa | FL | 08/2023 | 05/2025 |
| Trinity Wealth Securities, Llc | Phoenix | AZ | 05/2025 | Present |
| Florida Financial Advisors Dba Four Corners Financial Advisors | Phoenix | AZ | 05/2025 | Present |
1) Florida Financial Advisors (DBA Four Corners Financial Advisors). Investment Related. 4500 S Lakeshore Drive, Suite 620, Tempe, AZ 85282. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC (DBA Four Corners Financial Advisors). Investment-Related. 4500 S Lakeshore Drive, Suite 620, Tempe, AZ 85282. Nature of Business: Insurance. Position: Independent Contractor. 05/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 4500 S Lakeshore Drive, Suite 620, Tempe, AZ 85282. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
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