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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2024-08-22 |
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 Lakes | FL | 06/2024 | Present |
| University Of Miami Herbert School Of Business | Coral Gables | FL | 08/2020 | 05/2024 |
| Byram Hills High School | Armonk | NY | 09/2016 | 06/2020 |
| Windward Middle School | White Plains | NY | 08/2013 | 09/2016 |
| Trinity Wealth Securities, Llc | Miami Lakes | FL | 08/2024 | Present |
Florida Financial Advisors. Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 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 Rd, Suite 201, Miami Lakes, FL 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 Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
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