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VG

Vincent Garcia

TRINITY WEALTH SECURITIES, L.L.C.
Tampa, FL 33634
Some features on this profile are disabled
CRD#: 7014674
VG
Vincent GarciaTRINITY WEALTH SECURITIES, L.L.C.

Professional summary

Vincent Garcia, who also goes by VIncent George Rennall Garcia, Vincent George Rennalls Garcia, Vinny Garcia, is a registered financial professional currently at TRINITY WEALTH SECURITIES, L.L.C. located in Tampa, Florida.

Vincent is registered as a RR (Registered Representative) and started their career in finance in 2018. Vincent has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Aliases

Vincent George Rennall Garcia | Vincent George Rennalls Garcia | Vinny Garcia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Vincent Garcia's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 23, 2026 - Present

TRINITY WEALTH SECURITIES, L.L.C.

Office #1: 6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
BD
CRD#: 104348
Tampa, FL
Past

August 2, 2022 - March 8, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Temple Terrace, FL
Past

September 28, 2018 - February 21, 2020

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/23/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/11/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/28/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TW
TRINITY WEALTH SECURITIES, L.L.C.
TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348 / SEC#: , 8-52801

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Mailing Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Phone number
(813) 333-1056
Established
Missouri since 06/12/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (48 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FLORIDA-TRINITY HOLDCO, LLCMEMBER
MICKOOL, ALLYSON MARYPRINCIPAL/CHIEF COMPLIANCE OFFICER4703161
MICKOOL, JASON KURTPRESIDENT/CEO/PRINCIPAL2606335
PENA, VICTORIAPRINCIPAL6974257
THORNTON, STEVEN LEEFINOP, POO, PFO4496384

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348Tampa, FL 33634

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