Trinity Wealth Securities, L.L.C.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
468
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
104348
Registered since
February 16, 2001

Firm profile

FINTRX

Overview

Trinity Wealth Securities, L.L.C. is an SEC-registered limited liability company first registered in 2001. FINTRX classifies the firm as Unclassified and records ownership as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. Additional service descriptors such as fee structure, advisory activities, and client base are not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jason Mickool

    Jason Mickool

    Founder and CEOCRD 2606335

  • Allyson Mickool

    Allyson Mickool

    Chief Financial OfficerCRD 4703161

  • Alex Lunyong

    Alex Lunyong

    Compliance CoordinatorCRD 7832027

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Contacts

3 of 464
  • Thomas Nickerson

    Thomas Nickerson

    Group Vice PresidentCRD 7006876

  • Sydney Richardson

    Sydney Richardson

    Financial AdvisorCRD 7014928

  • Alexander Stak

    Alexander Stak

    Registered RepresentativeCRD 7015658

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
6550 W Hillsborough Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth