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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-25
FL RA APPROVED 2023-07-20
  • TX RA
    APPROVED
    Since 2024-04-25
  • FL RA
    APPROVED
    Since 2023-07-20

Branch Locations

6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • 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 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
  • 07/2023 → Present
    Florida Financial Advisors
    Tampa, FL
  • 06/2016 → 11/2017
    Dunkin Donuts
    Norton, MA
  • 11/2017 → 12/2017
    North Easton Savings Bank
    Norton, MA
  • 12/2017 → 06/2019
    Dunkin Donuts
    Norton, MA
  • 09/2018 → 08/2019
    Subway
    Norton, MA
  • 07/2019 → 03/2022
    Tgi Fridays
    Mansfield, MA
  • 07/2020 → 05/2022
    Albertos Pizza
    Norton, MA
  • 07/2022 → 07/2023
    Subway
    Norton, MA
  • 09/2015 → 06/2019
    Norton High School
    Norton, MA
  • 08/2019 → 06/2023
    Umass Dartmouth
    North Dartmouth, MA
  • 08/2023 → Present
    Trinity Wealth Securities, Llc
    Tampa, FL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-01
S65 Uniform Investment Adviser Law Examination 2023-05-10
  • S63 Uniform Securities Agent State Law Examination
    2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2023-05-10

View on SEC IAPD

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