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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-26
FL RA APPROVED 2023-10-06
  • TX RA
    APPROVED
    Since 2024-03-26
  • FL RA
    APPROVED
    Since 2023-10-06

Branch Locations

800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2023 → Present
    Florida Financial Advisors
    Orlando, FL
  • 05/2017 → 09/2023
    Ekwanok Country Club
    Manchester, VT
  • 12/2018 → 02/2019
    Bromley Mountain Ski Resort
    Peru, VT
  • 11/2017 → 02/2018
    Stratton Mountain Resort
    Stratton Mountain, VT
  • 08/2019 → 05/2023
    Stetson University
    Deland, FL
  • 08/2015 → 05/2019
    Burr And Burton Academy
    Manchester, VT
  • 04/2024 → Present
    Trinity Wealth Securities, Llc
    Orlando, FL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-30
S65 Uniform Investment Adviser Law Examination 2023-09-05
  • S63 Uniform Securities Agent State Law Examination
    2026-07-30
  • S65 Uniform Investment Adviser Law Examination
    2023-09-05

View on SEC IAPD

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