Best Investors
Account
Sign in
Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-18 |
| FL | RA | APPROVED | 2023-09-20 |
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 | 09/2023 | Present |
| Florida Financial Advisors | Jacksonville | FL | 06/2023 | 09/2023 |
| The University Of Alabama | Tuscaloosa | AL | 01/2022 | 05/2023 |
| Big Y | Monroe | CT | 05/2021 | 07/2022 |
| C.H. Booth Library | Newtown | CT | 12/2020 | 08/2021 |
| The University Of Alabama | Tuscaloosa | AL | 08/2020 | 05/2023 |
| Mask High School | Monroe | CT | 09/2016 | 06/2020 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 09/2024 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2023. 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. 06/2023. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered representative. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-10 |
Reach out to this advisor