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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
| FL | RA | APPROVED | 2024-08-09 |
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 | 08/2024 | Present |
| Northriver Yacht Club | Tuscaloosa | AL | 02/2023 | 05/2024 |
| West Side Baptist Church | Gainesville | FL | 02/2022 | 12/2022 |
| University Of Florida Athletic Department | Gainesville | FL | 05/2021 | 07/2021 |
| Student/Unemployed | Gainesville | FL | 07/2021 | 02/2022 |
| Unemployed | Gainesville | FL | 05/2020 | 05/2021 |
| Tmc Transportation | Ames | IA | 12/2019 | 05/2020 |
| Wilson Toyota | Ames | IA | 05/2019 | 12/2019 |
| Boston Red Sox | Boston | MA | 12/2018 | 05/2019 |
| Iowa Wild | Des Moines | IA | 10/2017 | 12/2018 |
| Iowa Cubs | Des Moines | IA | 04/2014 | 10/2018 |
| College Pro Painters | Ames | IA | 04/2014 | 08/2017 |
| Unemployed | Riverview | FL | 05/2024 | 08/2024 |
| Unemployed | Tuscaloosa | AL | 12/2022 | 02/2023 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2025 | Present |
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. Start Date: 08/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-16 |
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