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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-25 |
| FL | RA | APPROVED | 2023-07-20 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2023 | Present |
| Dunkin Donuts | Norton | MA | 06/2016 | 11/2017 |
| North Easton Savings Bank | Norton | MA | 11/2017 | 12/2017 |
| Dunkin Donuts | Norton | MA | 12/2017 | 06/2019 |
| Subway | Norton | MA | 09/2018 | 08/2019 |
| Tgi Fridays | Mansfield | MA | 07/2019 | 03/2022 |
| Albertos Pizza | Norton | MA | 07/2020 | 05/2022 |
| Subway | Norton | MA | 07/2022 | 07/2023 |
| Norton High School | Norton | MA | 09/2015 | 06/2019 |
| Umass Dartmouth | North Dartmouth | MA | 08/2019 | 06/2023 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2023 | Present |
o Florida Financial Advisors. Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634. 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. o Florida Financial Insurance. Not Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634. Fixed Insurance Sales. 05/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. o Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Avenue, Suite 130, Tampa, FL 33634. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
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