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Mark Midkiff

4 Years of Experience
Winter Park, FL
BrokerSells Insurance

Mark Midkiff is a registered investment advisor, based in Winter Park, FL, with 4 years of industry experience.

Location

2745 W Fairbanks Ave, Suite 203, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark works full-time as a registered representative for both Florida Financial Advisors DBA Meridian Wealth Advisors and Trinity Wealth Securities. He also sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week, and manages Midkiff Financial Advisors, LLC, a not-for-profit for personal finances, spending minimal time.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
September 2021 - Present · 4 yrs 8 mos
Florida Financial Advisors, LLC
June 2021 - Present · 4 yrs 11 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Midkiff - Financial Advisor | TrueAdvisor