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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
| FL | RA | APPROVED | 2024-06-17 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 06/2024 | Present |
| Boston College | Boston | MA | 08/2020 | 05/2024 |
| Johnson Controls | Westford | MA | 05/2023 | 09/2023 |
| Global Mortgage Group | Singapore | 06/2022 | 08/2022 | |
| Texas Rowing Center | Austin | TX | 06/2021 | 08/2021 |
| Revival Cycles | Austin | TX | 06/2019 | 08/2019 |
| Revival Cycles | Austin | TX | 06/2018 | 06/2018 |
| Westlake High School | Austin | TX | 08/2016 | 05/2020 |
| Trinity Wealth Securities, Llc | Miami | FL | 03/2025 | Present |
Florida Financial Advisors. Investment Related. Miami FL 33132. Nature of Business: RIA. Position: Financial Consultant. Start date 06/2024. Hours per month:160. Hours per month during trading hours: 160. Investment-related activities. Florida Financial Insurance. Not Investment Related, Miami FL, 33132. Nature of Business: Fixed Insurance sales. 06/2024. Hours per month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Miami FL 33132. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
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