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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-10
  • FL RA
    APPROVED
    Since 2024-07-10

Branch Locations

6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • 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 Tampa FL 07/2024 Present
Publix Saint Petersburg FL 05/2011 02/2017
Saint Pete Shrooms Saint Petersburg FL 04/2017 05/2020
Self-Employed Saint Petersburg FL 08/2019 05/2024
Trinity Wealth Securities, Llc Tampa FL 10/2025 Present
  • 07/2024 → Present
    Florida Financial Advisors
    Tampa, FL
  • 05/2011 → 02/2017
    Publix
    Saint Petersburg, FL
  • 04/2017 → 05/2020
    Saint Pete Shrooms
    Saint Petersburg, FL
  • 08/2019 → 05/2024
    Self-Employed
    Saint Petersburg, FL
  • 10/2025 → Present
    Trinity Wealth Securities, Llc
    Tampa, FL
Other Businesses

Florida Financial Advisors. Investment Related. Tampa, FL 33634. 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. Tampa, FL 33634. Fixed Insurance Sales. 07/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-14
Other Names
  • Jonathan Gagen

View on SEC IAPD

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