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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 2024-09-10
FL RA APPROVED 2024-06-06
  • TX RA
    APPROVED
    Since 2024-09-10
  • FL RA
    APPROVED
    Since 2024-06-06

Branch Locations

15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • 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 Miami Lakes FL 05/2024 Present
Florida Atlantic University Boca Raton FL 06/2020 05/2024
The Cheesecake Factory Boca Raton FL 05/2021 05/2024
Boca Raton High School Boca Raton FL 10/2016 05/2020
Trinity Wealth Securities, Llc Miami Lakes FL 10/2024 Present
  • 05/2024 → Present
    Florida Financial Advisors
    Miami Lakes, FL
  • 06/2020 → 05/2024
    Florida Atlantic University
    Boca Raton, FL
  • 05/2021 → 05/2024
    The Cheesecake Factory
    Boca Raton, FL
  • 10/2016 → 05/2020
    Boca Raton High School
    Boca Raton, FL
  • 10/2024 → Present
    Trinity Wealth Securities, Llc
    Miami Lakes, FL
Other Businesses

Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. 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. Not Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. 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. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Dudley Wealth Management LLC. Not investment related. 23089 Via Stel Boca Raton, FL 33433. Nature of business: LLC. Position: Owner. Start date: 1/2025. Hours per month: 40. Hours per month trading: 0. Commission structure for advisor commission

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-05
S65 Uniform Investment Adviser Law Examination 2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2026-01-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-09

View on SEC IAPD

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