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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 07/2024 | 01/2026 |
| Frontline Insurance | Heathrow | FL | 06/2023 | 08/2023 |
| Florida Sealcoating Llc | Sanford | FL | 11/2019 | 12/2019 |
| Paradies And Company | Sanford | FL | 06/2018 | 08/2018 |
| Florida State University | Tallahassee | FL | 08/2023 | 12/2023 |
| Florida State University | Tallahassee | FL | 01/2020 | 05/2023 |
| Lake Mary High School | Lake Mary | FL | 09/2018 | 10/2019 |
| Markham Woods Middle School / Lake Mary High School | Lake Mary | FL | 06/2013 | 05/2018 |
| Unemployed | Longwood | FL | 01/2024 | 06/2024 |
| Trinity Wealth Securities, Llc | Orlando | FL | 04/2025 | 01/2026 |
| Fisher Investments | Tampa | FL | 02/2026 | Present |
Florida Financial Advisors. Investment Related. Orlando, FL 32801. 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. Orlando, FL 32801. 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. Orlando, FL 32801. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-25 |
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