Carson Smith

Current Employers

Employment History

• 08/2023 → Present
  Florida Financial Advisors
  Jacksonville, FL
• 09/2019 → 06/2023
  Dartmouth College
  Hanover, NH
• 08/2002 → 05/2019
  Wichita Collegiate School
  Wichita, KS
• 06/2022 → 07/2022
  At&T
  Irving, TX
• 06/2019 → 08/2019
  Stearman Field Bar And Grill
  Benton, KS
• 01/2022 → 03/2022
  Dartmouth College Government Department
  Hanover, NH
• 01/2020 → 03/2020
  Dartmouth College French Department
  Hanover, NH
• 09/2023 → Present
  Trinity Wealth Securities, Llc
  Jacksonville, FL

Other Businesses

Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, 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, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 08/2023. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. US Property Insurance. Investment-Related. 6550 W Hillsborough Ave, Suite 130 Tampa, FL 33634. Nature of business: Property and casualty. Position: P&C Agent. Start date: 3/2026. Hours per month: 5. Hours per month trading: 5. Duties: Offer P&C coverage to clients. Cellared. Not investment related. 200 Riverside Ave Unit 839 Jacksonville, FL 32202. Nature of business: Consumer mobile application. Position: Founder. Start date: 4/2026. Hours per month: 30. Hours per month trading: 0. Duties: Founder and sole developer of Cellared, a consumer iOS mobile application for wine cellar management. Responsibilities include software development, product design, marketing, and business operations. The application is not securities-related and does not provide investment advice of any kind.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-01
• S65 Uniform Investment Adviser Law Examination
  2023-07-11

Other Names

• Carson Alexander Smith