Jacob Workman

Current Employers

Florida Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-23
FL	RA	APPROVED	2024-05-30
GA	RA	APPROVED	2023-12-01

TX RA
APPROVED

Since 2024-10-23
FL RA
APPROVED

Since 2024-05-30
GA RA
APPROVED

Since 2023-12-01

Branch Locations

550 Pharr Road, Suite 400, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Florida Financial Advisors Dba Georgia Financial Advisors	Atlanta	GA	10/2023	Present
Lucky Pot	Auburn	AL	05/2021	10/2023
Auburn University	Auburn	AL	08/2019	08/2023
Doordash	Auburn	AL	08/2020	05/2021
Woodward Academy	College Park	GA	08/2012	08/2019
Trinity Wealth Securities, Llc	Atlanta	GA	05/2024	Present

10/2023 → Present

Florida Financial Advisors Dba Georgia Financial Advisors

Atlanta, GA
05/2021 → 10/2023

Lucky Pot

Auburn, AL
08/2019 → 08/2023

Auburn University

Auburn, AL
08/2020 → 05/2021

Doordash

Auburn, AL
08/2012 → 08/2019

Woodward Academy

College Park, GA
05/2024 → Present

Trinity Wealth Securities, Llc

Atlanta, GA

Other Businesses

Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. Atlanta, GA 30305 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 (DBA Georgia Financial Advisors). Not Investment Related. Atlanta, GA 30305. 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. Atlanta, GA 30305 Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-05-06
S65	Uniform Investment Adviser Law Examination	2023-09-27

S63 Uniform Securities Agent State Law Examination

2024-05-06
S65 Uniform Investment Adviser Law Examination

2023-09-27

Other Names

Jacob Spencer Workman

View on SEC IAPD