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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| FL | RA | APPROVED | 2023-10-18 |
Branch Locations
1 Independent Drive Suite 210, 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 | 10/2023 | Present |
| Southern Baked Pie Company | Gainesville | GA | 05/2023 | 08/2023 |
| Evermore Farm | Statesboro | GA | 08/2022 | 04/2023 |
| Thompsongas | Statesboro | GA | 06/2022 | 07/2022 |
| Evermore Farm | Statesboro | GA | 08/2021 | 05/2022 |
| Southern Baked Pie | Ginesville | GA | 05/2017 | 07/2019 |
| Unemployed | Gainesville | GA | 08/2013 | 04/2017 |
| Unemployed | Statesboro | GA | 08/2019 | 07/2021 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 02/2025 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. 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. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 10/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-21 |
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