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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
| FL | RA | APPROVED | 2024-03-19 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 03/2024 | Present |
| Citrus Club | Orlando | FL | 01/2024 | 03/2024 |
| Keep Alachua County Beautiful | Gainesville | FL | 01/2023 | 12/2023 |
| Youfit Gyms | Gainesville | FL | 01/2022 | 05/2023 |
| Applebee's Neighborhood Grill + Bar | Gainesville | FL | 01/2021 | 05/2021 |
| Genie's Gymnastics | Lake Worth | FL | 02/2018 | 03/2020 |
| A.W. Dreyfoos High School Of The Arts | West Palm Beach | FL | 08/2016 | 05/2020 |
| University Of Florida | Gainesville | FL | 08/2020 | 12/2023 |
| Trinity Wealth Securities, Llc | Orlando | FL | 05/2024 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL 32803. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Orlando, FL 32803. Nature of Business: Fixed Insurance Sales. 03/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Orlando, FL 32803. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-24 |
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