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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
| FL | RA | APPROVED | 2023-10-09 |
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 |
| Strategic Wealth Partners | Walnut Creek | CA | 05/2022 | 08/2022 |
| University Of Alabama | Tuscaloosa | AL | 08/2019 | 06/2023 |
| Bridges Restaurant | Danville | CA | 05/2021 | 07/2021 |
| Turbo Machinery Repair Inc. | Richmond | CA | 05/2019 | 08/2019 |
| San Ramon Valley Highschool | Danville | CA | 07/2018 | 05/2019 |
| De La Salle Highschool | Concord | CA | 06/2015 | 07/2018 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 04/2024 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. 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, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 09/2023. 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: 04/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-25 |
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