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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-22 |
| FL | RA | APPROVED | 2024-06-10 |
Branch Locations
550 Pharr Road, Suite 400, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 05/2024 | Present |
| Georgia Institute Of Technology | Atlanta | GA | 05/2023 | 05/2024 |
| Georgia Tech Professional Education | Atlanta | GA | 09/2022 | 12/2022 |
| Georgia Tech | Atlanta | GA | 08/2020 | 09/2022 |
| Cox Communications | Atlanta | GA | 01/2023 | 05/2023 |
| West Forsyth High School | Cumming | GA | 08/2016 | 08/2020 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 03/2025 | Present |
Florida Financial Advisors (DBA Georgia Financial Advisors). Investment Related. 550 Pharr Rd NE, Suite 400, Atlanta, GA 30305 Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Georgia Financial Advisors). Not Investment Related. 550 Pharr Rd NE, Suite 400, Atlanta, GA 30305. Nature of Business: Fixed Insurance Sales. 05/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 550 Pharr Rd NE, Suite 400, Atlanta, GA 30305 Nature of Business: Securities Sales. Position: Registered Representative Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Power of Attorney (Family Trust). Not investment related. 6215 Allison Road, Cumming GA 30040. Nature of business: Estate planning. Position: Successor Trustee and POA and Beneficiary. Start date: 6/2026. Hours per month: 2. Hours per month trading: 0. POA for family trust.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
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