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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-08 |
| FL | RA | APPROVED | 2024-10-24 |
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 | 10/2024 | Present |
| Ameriprise Financial | Orlando | FL | 06/2023 | 08/2023 |
| Walgreens Pharmacy | Winter Garden | FL | 06/2021 | 08/2021 |
| Sweetwater Carwash | Windermere | FL | 06/2019 | 08/2019 |
| Florida State Mens Basketball Team | Tallahassee | FL | 08/2020 | 07/2024 |
| Florida State University | Tallahassee | FL | 08/2020 | 05/2024 |
| Windermere High School | Windermere | FL | 08/2017 | 05/2020 |
| West Orange High School | Winter Garden | FL | 07/2016 | 05/2017 |
| Trinity Wealth Securities, Llc | Orlando | FL | 02/2025 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Orlando, FL 32803. Nature of Business: Fixed Insurance Sales. Start Date: 10/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Orlando, FL 32803. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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