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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-13 |
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6001 Chatham Center Drive Suite 140, Savannah, GA 31405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 09/2023 | 08/2026 |
| Duval County Public Schools | Jacksonville | FL | 02/2017 | 06/2023 |
| University Of Florida | Gainesville | FL | 07/2012 | 12/2016 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 02/2024 | 08/2026 |
| Rental Property (C&D Realty & Investments Llc) | Jacksonville | FL | 10/2020 | Present |
| Trinity Wealth Securities, Llc | Savannah | GA | 08/2026 | Present |
| Florida Financial Advisors Dba Georgia Financial Advisors | Savannah | GA | 08/2026 | Present |
Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. 6001 Chatham Center Drive, Suite 140 Savannah, GA 31405. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Georgia Financial Advisors). Investment-Related. 6001 Chatham Center Drive, Suite 140 Savannah, GA 31405. Nature of Business: Insurance. Position: Independent Contractor. 08/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 6001 Chatham Center Drive, Suite 140 Savannah, GA 31405. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment-Related Activities. C&D Realty & Investments. Investment Related. 745 King Street, Jacksonville, FL 32204. Rental Property. Start Date: 10/2020. Hours per month: 0. Hours per Month During Trading Hours: 0. Home-owner/landlord.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-12 |
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