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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-02 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2023 | Present |
| My Contractors License | Alpharetta | GA | 01/2021 | 05/2023 |
| Sprouts Farmers Market | Woodstock | GA | 12/2018 | 12/2020 |
| Publix | Woodstock | GA | 04/2013 | 11/2018 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 12/2023 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 07/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-17 |
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