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JB

Joshua E. Belenke

FLORIDA FINANCIAL ADVISORS
Ft. Lauderdale, FL 33309
Some features on this profile are disabled
CRD#: 7809711
JB

Professional summary


Joshua Evan Belenke, who also goes by Joshua Evan Belenke, is a registered financial advisor currently at FLORIDA FINANCIAL ADVISORS, LLC located in Ft. Lauderdale, Florida and TRINITY WEALTH SECURITIES, L.L.C. located in Fort Lauderdale, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Joshua has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joshua Evan Belenke

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.
Smart Publishing. Located at Coral Springs, FL. Nature: Art Gallery. Position: Office and Warehouse assistant, will dedicate one hour per week. o Florida Financial Advisors. Investment Related. Ft. Lauderdale, FL 33309. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Ft. Lauderdale, FL 33309.Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Ft. Lauderdale, FL 33309. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joshua Evan Belenke'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

April 25, 2025 - Present

FLORIDA FINANCIAL ADVISORS, LLC

Office #1: 3511 West Commercial Blvd., Suite 402, Ft. Lauderdale, FL 33309
RIA
CRD#: 288811
Ft. Lauderdale, FL
Current

November 6, 2025 - Present

TRINITY WEALTH SECURITIES, L.L.C.

Office #1: 3511 West Commercial Blvd Suite 402, Fort Lauderdale, FL 33309
BD
CRD#: 104348
Fort Lauderdale, FL
Past

July 3, 2024 - January 2, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BOCA RATON, FL
Past

May 22, 2024 - January 2, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BOCA RATON, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, INC. | TRISTATE FINANCIAL ADVISORS | MICKOOL INC. | MICKOOL INC | MCADAM FA TAMPA | GEORGIA FINANCIAL ADVISORS | FLORIDA FINANCIAL ADVISORS, LLC

CRD#: 288811 / SEC#: 801-127276

RIA
Registered Investment Advisory firm - (2/3/2023 Approved)
Florida
Registered Investment Advisory firm - (2/8/2023 Terminated)
Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)
New Jersey
Registered Investment Advisory firm - (2/8/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (2/10/2023 Terminated)
Pennsylvania
Registered Investment Advisory firm - (2/9/2023 Terminated)
Texas
Registered Investment Advisory firm - (2/8/2023 Terminated)

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.
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

IAR
Florida
(4/25/2025)
RR
Florida
(11/6/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/21/2024
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, INC. | TRISTATE FINANCIAL ADVISORS | MICKOOL INC. | MICKOOL INC | MCADAM FA TAMPA | GEORGIA FINANCIAL ADVISORS | FLORIDA FINANCIAL ADVISORS, LLC

CRD#: 288811 / SEC#: 801-127276

RIA
Registered Investment Advisory firm - (2/3/2023 Approved)
Florida
Registered Investment Advisory firm - (2/8/2023 Terminated)
Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)
New Jersey
Registered Investment Advisory firm - (2/8/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (2/10/2023 Terminated)
Pennsylvania
Registered Investment Advisory firm - (2/9/2023 Terminated)
Texas
Registered Investment Advisory firm - (2/8/2023 Terminated)
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Contact information


Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Mailing Address
Phone number
(813) 333-1683
Established
Firm type
Fiscal year end
# of Employees
465

SEC notice filing (50 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts1,769
AUM (Assets Under Management)$ 317,826,011

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


FLORIDA FINANCIAL ADVISORS, LLC

FLORIDA FINANCIAL ADVISORS, LLC

CRD#: 288811Ft. Lauderdale, FL 33309

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