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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-08 |
| FL | RA | APPROVED | 2023-10-30 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 10/2023 | Present |
| Seton Hill University | Greensburg | PA | 08/2020 | 09/2023 |
| Ballston Spa High School | Ballston Spa | NY | 09/2016 | 08/2020 |
| Ballston Spa Middle School | Ballston Spa | NY | 09/2013 | 09/2016 |
| Trinity Wealth Securities, Llc | Miami | FL | 03/2024 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. 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, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 10/2023. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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