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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| FL | RA | APPROVED | 2024-07-15 |
Branch Locations
6550 W Hillsborough Ave Suite 130, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2024 | Present |
| Manco & Manco | Ocean City | NJ | 06/2019 | 08/2019 |
| Velo Cafe | Ventnor | NJ | 06/2020 | 08/2022 |
| Herschend Family Entertainment | Peachtree Corners | GA | 05/2023 | 08/2023 |
| Margate Dairy Bar | Margate | NJ | 06/2018 | 08/2018 |
| Margate Recreation Camp | Margate | NJ | 06/2017 | 08/2018 |
| Ocean City High School | Ocean City | NJ | 09/2016 | 06/2020 |
| University Of South Florida | Tampa | FL | 08/2020 | 05/2024 |
| Trinity Wealth Securities, Llc | Tampa | FL | 11/2024 | Present |
Florida Financial Advisors. Investment Related. 6550 W Hillsborough Ave, Suite 130, 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, LLC. Investment-Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Insurance. Position: Independent Contractor. 07/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
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