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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-19
FL RA APPROVED 2024-08-02
  • TX RA
    APPROVED
    Since 2025-05-19
  • FL RA
    APPROVED
    Since 2024-08-02

Branch Locations

15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • 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 Miami Lakes FL 07/2024 Present
University Of Miami Coral Gables FL 08/2023 05/2024
Wood Fired Pizza Tampa FL 05/2023 08/2023
University Of Miami Coral Gables FL 08/2022 05/2023
Pcl Construction Tampa FL 05/2022 08/2022
University Of Miami Coral Gables FL 08/2021 05/2022
Grimaldis Pizzeria Tampa FL 05/2021 08/2021
University Of Miami Coral Gables FL 08/2020 05/2021
Tampa Preparatory School Tampa FL 08/2016 06/2020
Trinity Wealth Securities, Llc Miami Lakes FL 09/2024 Present
  • 07/2024 → Present
    Florida Financial Advisors
    Miami Lakes, FL
  • 08/2023 → 05/2024
    University Of Miami
    Coral Gables, FL
  • 05/2023 → 08/2023
    Wood Fired Pizza
    Tampa, FL
  • 08/2022 → 05/2023
    University Of Miami
    Coral Gables, FL
  • 05/2022 → 08/2022
    Pcl Construction
    Tampa, FL
  • 08/2021 → 05/2022
    University Of Miami
    Coral Gables, FL
  • 05/2021 → 08/2021
    Grimaldis Pizzeria
    Tampa, FL
  • 08/2020 → 05/2021
    University Of Miami
    Coral Gables, FL
  • 08/2016 → 06/2020
    Tampa Preparatory School
    Tampa, FL
  • 09/2024 → Present
    Trinity Wealth Securities, Llc
    Miami Lakes, FL
Other Businesses

Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. 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. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014.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. 15500 New Barn Road, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-03
S65 Uniform Investment Adviser Law Examination 2024-07-10
  • S63 Uniform Securities Agent State Law Examination
    2026-06-03
  • S65 Uniform Investment Adviser Law Examination
    2024-07-10
Other Names
  • Robert Birk

View on SEC IAPD

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