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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-13 |
| FL | RA | APPROVED | 2023-06-21 |
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 | 06/2023 | Present |
| Barrett's Restaurant, | Middleboro | MA | 06/2017 | 06/2018 |
| Coastal Plains League | Morehead City | NC | 05/2022 | 08/2022 |
| Smoothie King | Morehead City | NC | 05/2022 | 08/2022 |
| Spring Creek Golf Club | Zion Crossroads | VA | 05/2020 | 08/2021 |
| Hanover Country Club | Hanover | VA | 07/2018 | 01/2020 |
| Apponequet Regional High School | Lakeville | MA | 12/2017 | 02/2018 |
| Virginia Tech University | Blacksburg | VA | 08/2020 | 05/2023 |
| Wingate University | Winagte | NC | 08/2018 | 05/2020 |
| Apponequet High School | Lakeville | MA | 09/2014 | 06/2018 |
| Trinity Wealth Securities, Llc | Orlando | FL | 08/2023 | Present |
Florida Financial Advisors. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32801. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32801. Nature of Business: Fixed Insurance Sales. 06/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32801. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Bumpus Financial Advisors LLC. Investment related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32801. Nature of Business: Financial Planning. 03/2025. Hours per month: 260. Hours per month trading: 200. Position: Owner. I created an LLC for my financial planning practice at FFA. Each day I am helping my clients reach their highest level by helping them with investments, taxes, retirement, income, education, business, and cash flow planning. Also, I manage three other advisor in the office each day. All profits will flow through the LLC then I will pay myself a reasonable salary by filing as an S-Corp.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
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