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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
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 |
| Unemployed | Atlantic Beach | FL | 12/2023 | 03/2024 |
| Ponte Vedra Inn And Club | Ponte Vedra | FL | 03/2023 | 12/2023 |
| Taco Lu | Jacksonville Beach | FL | 10/2019 | 05/2023 |
| Extended Travel | Bozeman | MT | 07/2022 | 10/2022 |
| Santa Cruz Coffee Roasters | Santa Cruz | CA | 07/2021 | 10/2021 |
| Hulas Tiki Bar | Santa Cruz | CA | 07/2021 | 10/2021 |
| Extended Travel | San Fransico | CA | 04/2021 | 07/2021 |
| Salt And Lime Mexican Cantina | Steamboat Springs | CO | 02/2021 | 04/2021 |
| Extended Travel | Jacksonville | FL | 10/2020 | 02/2021 |
| Jacksonville Beach Ocean Rescue | Jacksonville Beach | FL | 03/2020 | 10/2020 |
| Environmental Resource Solutions Inc | Jacksonville | FL | 02/2017 | 03/2020 |
| University Of Florida | Gainesville | FL | 01/2015 | 12/2016 |
| Jacksonville Jaguars | Jacksonville | FL | 07/2024 | Present |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 09/2024 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. 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. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 01/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Financial Consultant. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Volunteer Life Saving Corps. Not investment related. 2 Ocean Front North Jacksonville Beach, FL 32250. 501 (c)(3). Lieutenant. Start Date" 1/1/2025. Hours per month: 8, none during trading hours. In charge of beach operations on Sundays and holidays, as well as recertification training.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
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