Connor Goodwin

HIALEAH, FL 33014

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CRD#: 7618444

Professional summary

Connor Goodwin, who also goes by Connor Patrick Goodwin, was a registered financial advisor .

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Connor had worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Connor Patrick Goodwin

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.

CG Capital Wealth LLC Investment Related. 7236 W 4th Ave Apt 307, Hialeah, FL, 33014. Nature of Business: Insurance Agency Position: Owner/Licensed Producer Start Date: 05/2026. Hours per Month: 40. Hours per Month During Trading Hours: 40. Solicitation and sale of fixed and fixed-indexed annuity and life insurance products, placed through Ash Brokerage as brokerage general agent (BGA).

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

August 19, 2026 - Present

Office #1: 7236 West 4th Avenue 307, Hialeah, FL, 33014

HIALEAH, FL

Past

February 6, 2024 - June 30, 2026

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

Miami Lakes, FL

Past

August 23, 2022 - June 30, 2026

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

Miami Lakes, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/6/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 5/26/2022

Securities Industry Essentials Examination

Current firm

No current employment

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.

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Connor Goodwin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRINITY WEALTH SECURITIES, L.L.C.

FLORIDA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2022

Series 6TO

Date: 2/6/2024

SIE

Date: 5/26/2022

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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