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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| FL | RA | APPROVED | 2024-04-22 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 04/2024 | Present |
| Hillsborough County Board Of County Commissioners | Tampa | FL | 08/2022 | 08/2023 |
| Grand Living At Citrus Hills | Lecanto | FL | 07/2020 | 07/2021 |
| University Of South Florida | Tampa | FL | 08/2018 | 06/2022 |
| Hernando High School | Brooksville | FL | 08/2013 | 06/2018 |
| Saint Leo University | Saint Leo | FL | 08/2023 | 05/2024 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2024 | Present |
- Florida Financial Advisors. Investment Related. Tampa, FL 33634. 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. Tampa, FL 33634. Fixed Insurance Sales. 04/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. - Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-07 |
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