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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 2024-09-20
FL RA APPROVED 2024-07-10
  • TX RA
    APPROVED
    Since 2024-09-20
  • FL RA
    APPROVED
    Since 2024-07-10

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 07/2024 Present
United Parcel Services Kalamazoo MI 06/2021 06/2024
Dan Henry Distribution Battle Creek MI 03/2021 08/2022
Sandy Pines Recreational Community Hopkins MI 06/2020 08/2020
Kent Companies Grand Rapids MI 06/2019 12/2019
Enza's Pizza Dorr MI 01/2018 06/2019
American Eagle Outfitters Byron Center MI 11/2017 01/2018
Sue Lynn Farms Dorr MI 08/2016 11/2017
Western Michigan University (Unemployed) Kalamazoo MI 08/2020 03/2021
Western Michigan University Kalamazoo MI 12/2019 06/2020
Trinity Wealth Securities, Llc Jacksonville FL 09/2024 Present
  • 07/2024 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 06/2021 → 06/2024
    United Parcel Services
    Kalamazoo, MI
  • 03/2021 → 08/2022
    Dan Henry Distribution
    Battle Creek, MI
  • 06/2020 → 08/2020
    Sandy Pines Recreational Community
    Hopkins, MI
  • 06/2019 → 12/2019
    Kent Companies
    Grand Rapids, MI
  • 01/2018 → 06/2019
    Enza's Pizza
    Dorr, MI
  • 11/2017 → 01/2018
    American Eagle Outfitters
    Byron Center, MI
  • 08/2016 → 11/2017
    Sue Lynn Farms
    Dorr, MI
  • 08/2020 → 03/2021
    Western Michigan University (Unemployed)
    Kalamazoo, MI
  • 12/2019 → 06/2020
    Western Michigan University
    Kalamazoo, MI
  • 09/2024 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
Other Businesses

Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 07/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Represetnative. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-20
  • S65 Uniform Investment Adviser Law Examination
    2024-04-20
Other Names
  • Zachary Wiersema

View on SEC IAPD

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