AP
AP

Azriel Platt

2 Years of Experience
Tampa, FL
BrokerSells Insurance

Azriel Platt is a registered investment advisor, based in Tampa, FL, with 2 years of industry experience.

Location

6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634

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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

Azriel works full-time as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2023 - Present · 2 yrs 9 mos
Florida Financial Advisors, LLC
July 2023 - Present · 2 yrs 10 mos
State Registrations5 states
FLMDNJOHTX
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.