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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-14 |
| NY | RA | APPROVED | 2025-07-14 |
| FL | RA | APPROVED | 2024-10-14 |
| TX | RA | APPROVED | 2024-10-08 |
Branch Locations
1450 Brickell Ave, Floor 16, Miami, FL 33131-3444 • United States
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities, L.L.C. | Miami Lakes | FL | 07/2024 | 09/2024 |
| Fischman & Fischman | Miami | FL | 07/2021 | 07/2024 |
| Unemployed | Ann Arbor | MI | 10/2014 | 06/2021 |
| Florida Financial Advisors, Llc | Miami Lakes | FL | 07/2024 | 09/2024 |
| J.P. Morgan Securities Llc | Miami | FL | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 10/2024 | Present |
| Trinity Wealth Services | Miami Lakes | FL | 07/2024 | 09/2024 |
| Florida Financial Advisors | Miami Lakes | FL | 07/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-28 |
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