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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 | 2024-02-23 |
Branch Locations
333 3Rd Ave N Suite 223, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 02/2024 | 07/2026 |
| Premier Property Management | Naples | FL | 05/2022 | 11/2022 |
| Germain Lexus Of Naples | Naples | FL | 01/2021 | 05/2022 |
| Publix | Naples | FL | 05/2015 | 06/2018 |
| Community School Of Naples | Naples | FL | 05/2014 | 06/2018 |
| Florida Gulf Cost University | Ft Myers | FL | 06/2018 | 06/2020 |
| Florida Atlantic University | Boca Raton | FL | 07/2020 | 12/2023 |
| Trinity Wealth Securities, Llc | Tampa | FL | 03/2025 | 07/2026 |
| Trinity Wealth Securities, Llc | St. Petersburg | FL | 07/2026 | Present |
| Florida Financial Advisors | St. Petersburg | FL | 07/2026 | Present |
Florida Financial Advisors. Investment Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-23 |
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