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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED | 2025-01-28 |
| FL | RA | APPROVED | 2024-08-20 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 08/2024 | Present |
| Urban Kithen | Bozeman | MT | 02/2017 | 07/2024 |
| Montana State University | Bozeman | MT | 08/2020 | 06/2024 |
| Coldwell Banker | Bozeman | MT | 05/2021 | 06/2022 |
| Bozeman Building Group | Bozeman | MT | 09/2022 | 06/2023 |
| Bozeman High School | Bozeman | MT | 01/2014 | 03/2020 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 11/2024 | Present |
Florida Financial Advisors. Investment Related. Jacksonville, FL 32202. 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. Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. Start Date: 08/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Jacksonville, FL 32202. 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 | 2024-07-19 |
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