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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-14 |
| FL | RA | APPROVED | 2023-08-15 |
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 | 08/2023 | Present |
| Florida Southern College | Lakeland | FL | 08/2019 | 05/2023 |
| Florida Pgf | Hudson | FL | 01/2020 | Present |
| Greg Homesley Cpa | Orange Park | FL | 01/2022 | 01/2023 |
| Episcopal School Of Jacksonville | Jacksonville | FL | 08/2014 | 05/2019 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 05/2024 | Present |
| Mcgarity Wealth Management L.L.C. | Jacksonville | FL | 02/2024 | Present |
PGF Florida. Not investment related. Hudson, FL 34669. Nature of Business: Softball Tournaments. Position: Quad and site manager. Start Date: 01/2020. Hours per Month: Weekends only dependent on tournaments and month. Hours per Month During Trading Hours: 0. Duties: Maintaining order and running the specific set of fields i am in charge of. Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 08/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities McGarity Wealth Management, LLC. Investment Related. Jacksonville, FL 32225. Nature of Business: RIA. Position: Owner and Registered Representative. Start Date: 02/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-03 |
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