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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-02 |
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 | 04/2024 | Present |
| Target | Orlando | FL | 03/2022 | 10/2022 |
| Target | Orlando | FL | 10/2022 | 02/2024 |
| Bishop Moore Catholic High School | Orlando | FL | 08/2013 | 05/2017 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2017 | 05/2018 |
| Valencia College | Orlando | FL | 08/2017 | 05/2020 |
| University Of Central Florida | Orlando | FL | 06/2020 | 05/2023 |
| Trinity Wealth Securities, Llc | Orlando | FL | 08/2024 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL 32801. 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. Orlando, FL 32801. 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. Orlando, FL 32801. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 0482024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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