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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
| FL | RA | APPROVED | 2024-04-19 |
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 |
|---|---|---|---|---|
| Michigan State University | East Lansing | MI | 08/2017 | 12/2021 |
| Boston University | Brookline | MA | 09/2022 | 12/2023 |
| Florida Financial Advisors | Miami | FL | 01/2024 | Present |
| Delhi Public School | Faridabad | 01/2014 | 05/2017 | |
| Synergy Industries | Faridabad, Haryana | 01/2022 | 07/2022 | |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 04/2026 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Rd, Suite 201, Miami, FL 33132. 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. 15500 New Barn Rd, Suite 201, Miami, FL 33132.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. 15500 New Barn Rd, Suite 201, Miami, FL 33132. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-26 |
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