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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 2026-01-27
FL RA APPROVED 2025-07-15
  • TX RA
    APPROVED
    Since 2026-01-27
  • FL RA
    APPROVED
    Since 2025-07-15

Branch Locations

1 Independent Drive, Suite 201, Jacksonville, FL 32202 • 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 Jacksonville FL 07/2025 Present
Unemployed St Johns FL 08/2024 06/2025
New Horizons Financial Consultants Evansville IN 06/2024 08/2024
Unemployed Round Lake IL 08/2023 06/2024
Porsche Exchange Highland Park IL 05/2023 08/2023
Unemployed Round Lake IL 08/2022 05/2023
Portillos Hot Dogs Gurnee IL 05/2022 08/2022
Unemployed Round Lake IL 08/2021 05/2022
Mod Pizza Gurnee IL 06/2021 08/2021
Unemployed Round Lake IL 08/2020 06/2021
Aloha Falls Mini Golf Libertyville IL 05/2020 08/2020
Unemployed Round Lake IL 09/2019 05/2020
Aloha Falls Mini Golf Course Libertyville IL 05/2019 09/2019
Unemployed Round Lake IL 08/2018 05/2019
Unemployed Round Lake IL 08/2017 08/2018
Unemployed Round Lake IL 08/2016 08/2017
Trinity Wealth Securities, Llc Jacksonville FL 03/2026 Present
  • 07/2025 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 08/2024 → 06/2025
    Unemployed
    St Johns, FL
  • 06/2024 → 08/2024
    New Horizons Financial Consultants
    Evansville, IN
  • 08/2023 → 06/2024
    Unemployed
    Round Lake, IL
  • 05/2023 → 08/2023
    Porsche Exchange
    Highland Park, IL
  • 08/2022 → 05/2023
    Unemployed
    Round Lake, IL
  • 05/2022 → 08/2022
    Portillos Hot Dogs
    Gurnee, IL
  • 08/2021 → 05/2022
    Unemployed
    Round Lake, IL
  • 06/2021 → 08/2021
    Mod Pizza
    Gurnee, IL
  • 08/2020 → 06/2021
    Unemployed
    Round Lake, IL
  • 05/2020 → 08/2020
    Aloha Falls Mini Golf
    Libertyville, IL
  • 09/2019 → 05/2020
    Unemployed
    Round Lake, IL
  • 05/2019 → 09/2019
    Aloha Falls Mini Golf Course
    Libertyville, IL
  • 08/2018 → 05/2019
    Unemployed
    Round Lake, IL
  • 08/2017 → 08/2018
    Unemployed
    Round Lake, IL
  • 08/2016 → 08/2017
    Unemployed
    Round Lake, IL
  • 03/2026 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
Other Businesses

o Florida Financial Advisors. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Drive, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-13
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2026-04-13
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20

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