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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
| FL | RA | APPROVED | 2023-08-24 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 08/2023 | Present |
| Camp La Llanada | Miami | FL | 06/2017 | 08/2023 |
| Babson College | Wellesley Hills | MA | 09/2019 | 05/2023 |
| Belen Jesuit Preparatory School | Miami | FL | 08/2012 | 05/2019 |
| Trinity Wealth Securities, Llc | Miami | FL | 08/2024 | Present |
Florida Financial Advisors. Investment Related. Miami, FL 33132. 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. Florida Financial Insurance. Not Investment Related. Miami, FL 33132.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. Miami, FL 33132. Nature of Business: Securities Sales. Position: Financial Consultant. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
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