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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
| FL | RA | APPROVED | 2024-02-16 |
Branch Locations
1501 Robert J Conlan Blvd Ne Suite 280, Melbourne, FL 32905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 02/2024 | 02/2026 |
| All Pro Industries | Viera | FL | 09/2023 | 12/2023 |
| Kilmarnock Brewing Company | Kilmarnock | FL | 01/2023 | 04/2023 |
| Mellow Mushroom | Blacksburg | VA | 01/2022 | 12/2022 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 12/2021 |
| Allentown High School | Allentown | NJ | 09/2013 | 05/2017 |
| Unemployed | Melbourne | FL | 04/2023 | 09/2023 |
| Trinity Wealth Securities, Llc | Orlando | FL | 05/2024 | 02/2026 |
| Florida Financial Advisors | Melbourne | FL | 02/2026 | Present |
| Trinity Wealth Securities Llc | Melbourne | FL | 02/2026 | Present |
Florida Financial Advisors. Investment Related. 1501 Robert J Conlan Blvd NE, Suite 280 Melbourne, FL 32905. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Investment Related. 1501 Robert J Conlan Blvd NE, Suite 280 Melbourne, FL 32905 . Nature of Business: Fixed Insurance Sales. 01/2026Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1501 Robert J Conlan Blvd NE, Suite 280 Melbourne, FL 32905 . Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. US Property Insurance LLC. Investment related. 1501 Robert J Conlan Blvd NE, Suite 280 Melbourne, FL 32905. Nature of business: Property and Casualty Insurance Agency. Position: P&C Agent. Hours per month: 5. Hours per month trading: 5. Start date: 5/2026. Duties: Offer P&C coverage to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-27 |
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