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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-16
FL RA APPROVED 2024-05-23
  • TX RA
    APPROVED
    Since 2025-04-16
  • FL RA
    APPROVED
    Since 2024-05-23

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Jacksonville FL 05/2024 Present
Unemployed Tallahassee FL 12/2023 04/2024
Florida State University Tallahassee FL 08/2019 12/2023
Chipotle Tallahassee FL 02/2022 05/2022
Ramsey High School Ramsey FL 09/2016 06/2019
Trinity Wealth Securities, Llc Jacksonville FL 11/2024 Present
  • 05/2024 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 12/2023 → 04/2024
    Unemployed
    Tallahassee, FL
  • 08/2019 → 12/2023
    Florida State University
    Tallahassee, FL
  • 02/2022 → 05/2022
    Chipotle
    Tallahassee, FL
  • 09/2016 → 06/2019
    Ramsey High School
    Ramsey, FL
  • 11/2024 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
Other Businesses

Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 5/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Insurance. Position: Independent Contractor. 5/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer 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. US Property Insurance LLC. Investment related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of business: Property and Casualty Insurance Agency. Position: P&C Agent. Hours per month: 5. Hours per month trading: 5. Start date: 7/2026. Duties: Offer P&C coverage to clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-25
  • S65 Uniform Investment Adviser Law Examination
    2024-04-25

View on SEC IAPD

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