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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-24 |
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
15500 New Barn Road Suite 2012, 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 |
| Hollister Co. | Schaumburg | IL | 05/2019 | 12/2019 |
| Illinois State University | Normal | IL | 08/2018 | 05/2023 |
| Buffalo Grove High School | Buffalo Grove | IL | 08/2014 | 05/2018 |
| Unemployed | Pingree Grove | IL | 06/2023 | 06/2024 |
| Trinity Wealth Securities, Llc | Miami | FL | 04/2025 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL, USA, 33014. 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.15500 New Barn Road, Suite 201, Miami Lakes, FL, USA, 33014. 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. 15500 New Barn Road, Suite 201, Miami Lakes, FL, USA, 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
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