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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-23 |
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 | 02/2024 | Present |
| Loyola University Chicago | Chicago | IL | 08/2022 | 11/2023 |
| Loyola University Chicago | Chicago | IL | 08/2017 | 05/2022 |
| Carol Morgan School | Santo Domingo | 08/2013 | 05/2017 | |
| Trinity Wealth Securities, Llc | Miami | FL | 04/2024 | Present |
oFlorida Financial Advisors. Investment Related. Miami, FL 33134. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance. Not Investment Related. Miami, FL 33134.Nature of Business: Fixed Insurance Sales. 01/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. oTrinity Wealth Securities, LLC. Investment Related. Miami, FL 33134. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-15 |
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