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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-26 |
| FL | RA | APPROVED | 2023-10-06 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 10/2023 | Present |
| Ekwanok Country Club | Manchester | VT | 05/2017 | 09/2023 |
| Bromley Mountain Ski Resort | Peru | VT | 12/2018 | 02/2019 |
| Stratton Mountain Resort | Stratton Mountain | VT | 11/2017 | 02/2018 |
| Stetson University | Deland | FL | 08/2019 | 05/2023 |
| Burr And Burton Academy | Manchester | VT | 08/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Orlando | FL | 04/2024 | Present |
Florida Financial Advisors. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: Fixed Insurance Sales. 10/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 800 N Magnolia Ave, Suite 1650, Orlando, FL 32803. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 4/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-05 |
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