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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-31
TX RA APPROVED 2024-03-04
GA RA APPROVED 2023-06-13
  • FL RA
    APPROVED
    Since 2024-05-31
  • TX RA
    APPROVED
    Since 2024-03-04
  • GA RA
    APPROVED
    Since 2023-06-13

Branch Locations

550 Pharr Road, Suite 400, Atlanta, GA 30305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors (Dba Georgia Financial Advisors) Atlanta GA 05/2023 Present
Georgia Southern University Statesboro GA 08/2019 05/2023
Tandoor And Tap Statesboro GA 03/2021 07/2022
Brickyard Golf Club Macon GA 08/2017 07/2020
Forsyth Golf Club Forsyth GA 06/2017 07/2017
Unemployed Forsyth GA 05/2013 05/2017
Trinity Wealth Securities, Llc Atlanta FL 07/2023 Present
  • 05/2023 → Present
    Florida Financial Advisors (Dba Georgia Financial Advisors)
    Atlanta, GA
  • 08/2019 → 05/2023
    Georgia Southern University
    Statesboro, GA
  • 03/2021 → 07/2022
    Tandoor And Tap
    Statesboro, GA
  • 08/2017 → 07/2020
    Brickyard Golf Club
    Macon, GA
  • 06/2017 → 07/2017
    Forsyth Golf Club
    Forsyth, GA
  • 05/2013 → 05/2017
    Unemployed
    Forsyth, GA
  • 07/2023 → Present
    Trinity Wealth Securities, Llc
    Atlanta, FL
Other Businesses

Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. Atlanta, GA 30305 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 (DBA Georgia Financial Advisors). Not Investment Related. Atlanta, GA 30305. 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. Atlanta, GA 30305 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-22
S65 Uniform Investment Adviser Law Examination 2023-03-31
  • S63 Uniform Securities Agent State Law Examination
    2023-07-22
  • S65 Uniform Investment Adviser Law Examination
    2023-03-31
Other Names
  • Dylan Michael Steed

View on SEC IAPD

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