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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-31 |
| GA | RA | APPROVED | 2023-08-07 |
Branch Locations
550 Pharr Road, Suite 400, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 07/2023 | Present |
| Georgia Southern University | Statesboro | GA | 08/2018 | 05/2023 |
| Hillgrove High School | Powder Springs | GA | 08/2014 | 05/2018 |
| Soliant | Norcross | GA | 05/2021 | 08/2021 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 10/2023 | Present |
Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. Atlanta, GA 30305 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 (DBA Georgia Financial Advisors). Not Investment Related. Atlanta, GA 30305. 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. Atlanta, GA 30305 Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-17 |
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