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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 09/2023 | 11/2024 |
| Aubuchon Hardware | Cohasset | MA | 05/2017 | 08/2021 |
| Cetrulo Llp | Boston | MA | 05/2021 | 07/2021 |
| Scituate High School | Scituate | MA | 09/2015 | 05/2019 |
| Cetrulo Llp | Boston | MA | 05/2022 | 06/2022 |
| University Of Tampa | Tampa | FL | 08/2020 | 05/2023 |
| Unemployed | Scituate | FL | 05/2023 | 09/2023 |
| Trinity Wealth Securities, Llc | Tampa | FL | 05/2024 | 11/2024 |
| Fisher Investments | Tampa | FL | 01/2025 | Present |
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 09/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
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