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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 04/2024 | Present |
| Lifestyle Marketing | Neptune Beach | FL | 08/2020 | 12/2020 |
| Underground Emerge Llc | Jacksonville | FL | 06/2022 | Present |
| Panera Bread | Jacksonville | FL | 08/2018 | 03/2020 |
| Undergraduate College Degree | Jacksonville | FL | 06/2016 | 12/2020 |
| Masters In Management Graduate Degree | Jacksonville | FL | 07/2021 | 06/2023 |
| Unemployed | Jacksonville | FL | 01/2021 | 06/2022 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 11/2024 | Present |
Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 04/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Underground Emerge LLC. Not Investment Related. Jacksonville, FL 32216. Nature of Business: Event Production & Artist Management. Position: Owner. Start Date: 06/2022. Hours per Month: 50 hours per month. Hours per Month During Securities Trading Hours: 0 hours. Duties: Event Production, Artist Management, Artist Bookings & Accommodations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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