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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-24 |
Branch Locations
800 N Magnolia Ave Suite 1650, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 07/2024 | Present |
| Walmart | Orlando | FL | 06/2021 | 07/2024 |
| Zeeland Public Schools | Zeeland | MI | 09/2014 | 06/2018 |
| Valencia Community College | Orlando | FL | 10/2019 | 03/2023 |
| Unemployed | Orlando | FL | 06/2018 | 09/2019 |
| Trinity Wealth Securities, Llc | Orlando | FL | 12/2024 | 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. Start Date: 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: 12/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Rental property. Not investment related. 314 Palmway Lane Orlando, FL 32828. Nature: Business. Position: Owner. Start date: 1/2025. Hours per month: 0. Hours per month during trading: 0.Duties: Monthly rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-13 |
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