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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 100m 1b

FLORIDA FINANCIAL ADVISORS, LLC

CRD 288811

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5f73ea9-fd26-4cfa-506b-3c0a102ffe55

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1,288
Dated events: 40
On other graphs: 0
Observed: Jan 3, 2023 to Sep 8, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=408.0
Regulatory AUM: $456MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $456M
Private client RAUM: $456MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 844
RAUM per advisor: $540,442derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 667
Advisory employees: 667
Offices: 20Schedule D 1.F, beyond the principal office
Accounts: 4,295
Individual clients: 2,975
High net worth clients: 30
SEC number: 801-127276
CIK: 2050972
CRD: 288811
Filings on the tape: 21
First filed: Jan 3, 2023
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 853

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON KURT MICKOOL	n/a	TAMPA, FL	9	31	4	yes
Thomas Nickerson	n/a	Jacksonville, FL	7	11	n/a	yes
Alexander Montgomery Stak	n/a	Orlando, FL	7	12	n/a	yes
Ryan Patrick Smith	n/a	Charlotte, NC	7	11	n/a	yes
Daniel A Raps-Huffman	n/a	Atlanta, GA	7	12	n/a	yes
Zachary Jaret	n/a	Miami Lakes, FL	7	13	n/a	yes
Sydney Richardson	n/a	Tampa, FL	6	17	n/a	yes
Gino Attilio Lavorgna	n/a	Tampa, FL	6	10	n/a	yes
Eric Scarlett	n/a	Orlando, FL	6	10	n/a	yes
H Austin James Olbekson	n/a	Tampa, FL	6	10	n/a	yes
Eric Wolstenholme	n/a	Philadelphia, PA	6	10	n/a	yes
Amberly Rebecca Postell	n/a	Atlanta, GA	5	10	n/a	yes
John Buchanan Gangloff	n/a	Sarasota, FL	5	11	n/a	yes
Jacob Edward Buser	n/a	Tampa, FL	5	10	n/a	yes
Nathan D Leedy	n/a	Naples, FL	5	13	n/a	yes
Keegan Cole Corey	n/a	Tampa, FL	5	10	n/a	yes
Matthew Joseph Falt	n/a	Dallas, TX	5	10	n/a	yes
Parker Davis Long	n/a	Orlando, FL	5	10	n/a	yes
Dillon George Donechie	n/a	Raleigh, NC	5	10	n/a	yes
Mark Midkiff	n/a	Winter Park, FL	5	12	n/a	yes
Jacquelyn Marie Thorsen	n/a	Jacksonville, FL	5	13	n/a	yes
Cameron Ritchey	n/a	Orlando, FL	5	11	n/a	yes
Reece Charles Ellison	n/a	Miami Lakes, FL	5	13	n/a	yes
Maxwell Hadlock	n/a	Tempe, AZ	5	10	n/a	yes
John Taylor Edie	n/a	Atlanta, GA	5	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACCELERATE BUYER, LLC	SOLE MEMBER	E	yes	12/2019	Jan 3, 2023	Aug 6, 2024
ACCELERATE INTERMEDIATE HOLDINGS 1, LLC	Member	E	yes	12/2019	Jan 3, 2023	Aug 6, 2024
ACCELERATE INTERMEDIATE HOLDINGS 2, LLC	Member	E	yes	12/2019	Jan 3, 2023	Aug 6, 2024
ACCELERATE TOPCO HOLDINGS, LLC	Member	E	yes	01/2020	Jan 3, 2023	Aug 6, 2024
AL MARKETING, LLC	Member	D	yes	05/2022	Jan 3, 2023	Aug 6, 2024
AMERILIFE BLOCKER HOLDINGS, LLC	Member	C	yes	11/2022	Jan 3, 2023	Aug 6, 2024
AMERILIFE GROUP, LLC	Member	E	yes	11/2013	Jan 3, 2023	Aug 6, 2024
AMERILIFE HOLDINGS LLC	Member	E	yes	04/2016	Jan 3, 2023	Aug 6, 2024
AMERILIFE MIDCO LLC	Member	E	yes	06/2015	Jan 3, 2023	Aug 6, 2024
FLORIDA-TRINITY HOLDCO, LLC	Member	E	yes	08/2022	Jan 3, 2023	Aug 6, 2024
GC PROPEL AGGREGATOR GP, LLC	GENERAL PARTNER	F	yes	08/2022	Apr 1, 2023	Aug 6, 2024
GC PROPEL AGGREGATOR, L.P.	Member	C	yes	11/2022	Apr 1, 2023	Aug 6, 2024
GC PROPEL AGGREGATOR, L.P.	Shareholder	E	yes	08/2022	Apr 1, 2023	Aug 6, 2024
GC PROPEL HOLDINGS, INC.	Member	C	yes	08/2022	Apr 1, 2023	Aug 6, 2024
GENSTAR CAPITAL PARTNERS X, L.P	Member	E	yes	08/2022	Apr 1, 2023	Aug 6, 2024
GENSTAR CAPITAL PARTNERS X, L.P.	LIMITED PARTNER	D	yes	08/2022	Apr 1, 2023	Aug 6, 2024
GENSTAR CAPITAL X, L.P.	LIMITED PARTNER	E	yes	08/2022	Apr 1, 2023	Aug 6, 2024
GENSTAR X GP LLC	GENERAL PARTNER	F	yes	08/2022	Apr 1, 2023	Aug 6, 2024
ICG HOLIDAY PARTNERS I LP	LIMITED PARTNER	E	yes	11/2022	Apr 1, 2023	Aug 6, 2024
MICKOOL ENTERPRISES TWO, INC.	Member	C	yes	06/2022	Jan 3, 2023	Aug 6, 2024
MICKOOL, JASON, KURT	PRESIDENT/SECRETARY	E	yes	06/2022	Jan 3, 2023	Aug 6, 2024
MICKOOL, JASON, KURT	PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2017	Jan 3, 2023	Aug 6, 2024
THL AL BLOCKED BUYER FEEDER, L.P.	LIMITED PARTNER	E	yes	11/2022	Apr 1, 2023	Aug 6, 2024
THL AMERILIFE EQUITY ADVISORS, LLC	GENERAL PARTNER	F	yes	11/2022	Apr 1, 2023	Aug 6, 2024
THL AMERILIFE PARALLEL SPV, L.P.	Member	D	yes	11/2022	Apr 1, 2023	Aug 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TRINITY WEALTH SECURITIES, L.L.C.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tampa	FL	United States	64	yes
Jacksonville	FL	United States	42	yes
Philadelphia	Pa	United States	34	yes
Orlando	FL	United States	32	yes
Atlanta	Ga	United States	31	yes
CORAL GABLES	FL	United States	29	yes
Charlotte	Nc	United States	27	yes
Nashville	Tn	United States	13	no
Vienna	Va	United States	8	no
ST. PETERSBURG	FL	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$456M	$456M	667	667	20	n/a	n/a
2023	Mar 28, 2024	$199M	$199M	310	294	10	n/a	n/a
2022	Mar 31, 2023	$94.8M	$94.8M	170	170	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
13	120	-107	14.2%	3	21	0	26	309

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$456M	n/a	n/a	$94.8M	68.8%	667	n/a	20	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction; showing 20 of 27

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	4	Sep 1, 2026	Aug 31, 2026	JACKSONVILLE, FL	Team lift out	Ibd to ibd	0.5%
ADVISORY SERVICES NETWORK	2	Aug 27, 2026	Aug 26, 2026	JACKSONVILLE, FL	Team lift out	Ibd to RIA	0.3%
AMERIPRISE FINANCIAL SERVICES, LLC	2	Apr 30, 2026	Sep 9, 2026	MIAMI LAKES, FL	Team lift out	Ibd to ibd	0.3%
FISHER INVESTMENTS	4	Mar 31, 2026	May 15, 2026	ORLANDO, FL	Team lift out	Ibd to RIA	0.7%
FISHER INVESTMENTS	2	Mar 12, 2026	Apr 17, 2026	TAMPA, FL	Team lift out	Ibd to RIA	0.4%
EMPOWER ADVISORY GROUP, LLC	3	Mar 12, 2026	Jul 28, 2026	TAMPA, FL	Team lift out	Ibd to ibd	0.5%
MORGAN STANLEY	2	Jan 21, 2026	Jun 15, 2026	ORLANDO, FL	Team lift out	Ibd to wirehouse	0.4%
VANGUARD ADVISERS, INC.	2	Jan 13, 2026	May 5, 2026	PHILADELPHIA, PA	Team lift out	Ibd to ibd	0.4%
FISHER INVESTMENTS	4	Jan 7, 2026	Apr 21, 2026	ORLANDO, FL	Team lift out	Ibd to RIA	0.7%
J.P. MORGAN SECURITIES LLC	2	Dec 11, 2025	Mar 10, 2026	CHARLOTTE, NC	Team lift out	Ibd to wirehouse	0.4%
FISHER INVESTMENTS	3	Sep 30, 2025	Aug 26, 2026	TAMPA, FL	Team lift out	Ibd to RIA	0.6%
LPL FINANCIAL LLC	4	Aug 5, 2025	Aug 8, 2025	MIAMI LAKES, FL	Team lift out	Ibd to ibd	0.9%
MORGAN STANLEY	2	Mar 10, 2025	Apr 29, 2025	TAMPA, FL	Team lift out	Ibd to wirehouse	0.5%
KCD FINANCIAL, INC.	3	Jan 6, 2025	Jan 12, 2026	TAMPA, FL	Team lift out	Ibd to RIA	0.8%
MORGAN STANLEY	4	Nov 19, 2024	Jul 7, 2025	ATLANTA, GA	Team lift out	Ibd to wirehouse	1.1%
J.P. MORGAN SECURITIES LLC	2	Nov 18, 2024	Feb 21, 2025	PHILADELPHIA, PA	Team lift out	Ibd to wirehouse	0.6%
MORGAN STANLEY	2	Oct 18, 2024	Sep 19, 2025	TAMPA, FL	Team lift out	Ibd to wirehouse	0.6%
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT	6	Sep 19, 2024	Nov 7, 2024	SAINT PETERSBURG, FL	Team lift out	Ibd to RIA	1.7%
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT	2	Sep 19, 2024	Oct 22, 2024	CHATTANOOGA, TN	Team lift out	Ibd to RIA	0.6%
AE WEALTH MANAGEMENT, LLC	2	Jul 7, 2024	Apr 1, 2025	JACKSONVILLE, FL	Team lift out	Ibd to RIA	0.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MCADAM LLC	2	Apr 24, 2017	Oct 3, 2018	RADNOR, PA	Team lift out	Other	2.9%

Relationships

showing 80 of 1,288

Registered with (80)

← ROBERT LAIETAAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Jamail Rasheen McgloneAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Jonathan Firas BarakatAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Michael Alexander BernierAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Parker Thai HoangAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← NICHOLAS BRANDON ARMSTRONGAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Jared Wheeler VaughnAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Damian Alejandro PulgarinAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Shane Joseph CorriganAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Andrew James PiersonAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Brady GuerinAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Gabrielle Diann EilfAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Charles James HagermanAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Kenzie Scout GaydoshAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← Kieran Matthew CushenAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← Kelley Farrell-ExleyAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Mehki Amir HendersonAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Nicholas Meyer GazesAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Jack Donald ArchiableAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Antonio Paul MainolfiAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Tiffani Kieu Nhung NguyenAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Brian Miguel OzunaAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Nicolas Jesus Rambla VidalAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Nicholas Lee DavisAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Christopher Hamilton SmithAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Bhailu Emmanuel KebedeAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Muhammad Arref AliAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Michael HernandezAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Jeorge SamsonAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Christopher James BurchfieldAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
and 50 more

Dated events

38 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 15, 2026
Advisor changed firm
Stephen Andrew Leggett left Florida Financial Advisors, LLC for Advisory Services Network (registered 2026-09-16)
Form ADVobserved yesterday
Occurred
Sep 15, 2026
Advisor changed firm
David Eric Globke left Florida Financial Advisors, LLC for Lat Wealth Financial Advisors (registered 2026-09-09)
Form ADVobserved 2 days ago

Show 38 bookkeeping events

Occurred
Sep 17, 2026
Liam Xavier Leahy added a TX registration at Florida Financial Advisors, Llc
Occurred
Sep 17, 2026
Ember Savannah Lytle added a TX registration at Florida Financial Advisors, Llc
Occurred
Sep 17, 2026
Brian Christopher Petrelli added a FL registration at Florida Financial Advisors, Llc
Occurred
Sep 17, 2026
Taylor Lynn Mann registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 17, 2026
Nicholas Brandon Armstrong added a FL registration at Florida Financial Advisors, Llc
Occurred
Sep 17, 2026
Shane Joseph Corrigan added a FL registration at Florida Financial Advisors, Llc
Occurred
Sep 16, 2026
Brian Douglas Anderson added a FL registration at Florida Financial Advisors, Llc
Occurred
Sep 16, 2026
Michael Maximus Hammer added a FL registration at Florida Financial Advisors, Llc
Occurred
Sep 16, 2026
Justus Ryan Benson registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 16, 2026
Ty Hunter Strawbridge added a FL registration at Florida Financial Advisors, Llc
Occurred
Sep 16, 2026
Aiden Nicholas Szymanski registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 16, 2026
Dylan James Chadwick added a FL registration at Florida Financial Advisors, Llc
First seen by DFX
Sep 16, 2026
date not stated
Edward Andrew Keiner no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Douglas Anthony Madden no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Bradley James Lukens no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Katherine Rose Dalton no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Keanan Gary Dale Boyce-Gaudreau no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Sean Alexander Saccomanno no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Luke Nathaniel Perciballi no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Benjamin Wood Allaire no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Kieran Matthew Cushen no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Lauren Danielle Silva no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Owen Price Hettinger no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Jonathan Firas Barakat no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Alec Mitchel Katon no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Stephen Andrew Leggett no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
First seen by DFX
Sep 16, 2026
date not stated
Hassan N Khan no longer holds an investment adviser registration (last listed at Florida Financial Advisors, Llc on the 2026-09-15 feed)
Occurred
Sep 15, 2026
Brian Douglas Anderson added a TN registration at Florida Financial Advisors, Llc
Occurred
Sep 15, 2026
Brian Douglas Anderson registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 15, 2026
Aidan Nigel Lew registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Jacob Julian Pelletier registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Michael Maximus Hammer registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Brian Christopher Petrelli registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Dylan James Chadwick registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Michael Maximus Hammer added a NC registration at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Dylan James Chadwick added a PA registration at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Ty Hunter Strawbridge registered as an investment adviser representative at Florida Financial Advisors, Llc
Occurred
Sep 14, 2026
Ty Hunter Strawbridge added a CO registration at Florida Financial Advisors, Llc

Named in current findings

Derived metricRIA / Wealthactionable nowconfidence high

Merrill Lynch, Pierce, Fenner & Smith Incorporated lost 949 advisors net in twelve months, the most of any registered adviser

Among 829 advisers with 25 or more registered advisors, the largest net losses of registered advisors between 2025-09-18 and 2026-09-18: Merrill Lynch, Pierce, Fenner & Smith Incorporated -949 (590 in, 1,539 out, 25,477 registered); Commonwealth Financial Network -563 (92 in, 655 out, 2,942 registered); Equitable Advisors, Llc -463 (98 in, 561 out, 4,624 registered); Edward Jones -408 (329 in, 737 out, 24,084 registered); Strategic Advisers Llc -403 (317 in, 720 out, 16,954 registered); Ubs Financial Services Inc. -333 (294 in, 627 out, 9,349 registered). 30,017 firm-to-firm moves in the year across 6,128 firms.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED COMMONWEALTH FINANCIAL NETWORK EQUITABLE ADVISORS, LLC EDWARD JONES+8 more

Sep 18, 2025 to Sep 18, 202612 evidence rowsconfirmed today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5f73ea9-fd26-4cfa-506b-3c0a102ffe55
First observed: Jan 3, 2023
Last observed: Sep 8, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FLORIDA FINANCIAL ADVISORS, LLC

CRD 288811

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5f73ea9-fd26-4cfa-506b-3c0a102ffe55

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON KURT MICKOOL

n/a

TAMPA, FL

yes

Thomas Nickerson

n/a

Jacksonville, FL

n/a

yes

Alexander Montgomery Stak

n/a

Orlando, FL

n/a

yes

Ryan Patrick Smith

n/a

Charlotte, NC

n/a

yes

Daniel A Raps-Huffman

n/a

Atlanta, GA

n/a

yes

Zachary Jaret

n/a

Miami Lakes, FL

n/a

yes

Sydney Richardson

n/a

Tampa, FL

n/a

yes

Gino Attilio Lavorgna

n/a

Tampa, FL

n/a

yes

Eric Scarlett

n/a

Orlando, FL

n/a

yes

H Austin James Olbekson

n/a

Tampa, FL

n/a

yes

Eric Wolstenholme

n/a

Philadelphia, PA

n/a

yes

Amberly Rebecca Postell

n/a

Atlanta, GA

n/a

yes

John Buchanan Gangloff

n/a

Sarasota, FL

n/a

yes

Jacob Edward Buser

n/a

Tampa, FL

n/a

yes

Nathan D Leedy

n/a

Naples, FL

n/a

yes

Keegan Cole Corey

n/a

Tampa, FL

n/a

yes

Matthew Joseph Falt

n/a

Dallas, TX

n/a

yes

Parker Davis Long

n/a

Orlando, FL

n/a

yes

Dillon George Donechie

n/a

Raleigh, NC

n/a

yes

Mark Midkiff

n/a

Winter Park, FL

n/a

yes

Jacquelyn Marie Thorsen

n/a

Jacksonville, FL

n/a

yes

Cameron Ritchey

n/a

Orlando, FL

n/a

yes

Reece Charles Ellison

n/a

Miami Lakes, FL

n/a

yes

Maxwell Hadlock

n/a

Tempe, AZ

n/a

yes

John Taylor Edie

n/a

Atlanta, GA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACCELERATE BUYER, LLC

SOLE MEMBER

yes

12/2019

Jan 3, 2023

Aug 6, 2024

ACCELERATE INTERMEDIATE HOLDINGS 1, LLC

Member

yes

12/2019

Jan 3, 2023

Aug 6, 2024

ACCELERATE INTERMEDIATE HOLDINGS 2, LLC

Member

yes

12/2019

Jan 3, 2023

Aug 6, 2024

ACCELERATE TOPCO HOLDINGS, LLC

Member

yes

01/2020

Jan 3, 2023

Aug 6, 2024

AL MARKETING, LLC

Member

yes

05/2022

Jan 3, 2023

Aug 6, 2024

AMERILIFE BLOCKER HOLDINGS, LLC

Member

yes

11/2022

Jan 3, 2023

Aug 6, 2024

AMERILIFE GROUP, LLC

Member

yes

11/2013

Jan 3, 2023

Aug 6, 2024

AMERILIFE HOLDINGS LLC

Member

yes

04/2016

Jan 3, 2023

Aug 6, 2024

AMERILIFE MIDCO LLC

Member

yes

06/2015

Jan 3, 2023

Aug 6, 2024

FLORIDA-TRINITY HOLDCO, LLC

Member

yes

08/2022

Jan 3, 2023

Aug 6, 2024

GC PROPEL AGGREGATOR GP, LLC

GENERAL PARTNER

yes

08/2022

Apr 1, 2023

Aug 6, 2024

GC PROPEL AGGREGATOR, L.P.

Member

yes

11/2022

Apr 1, 2023

Aug 6, 2024

GC PROPEL AGGREGATOR, L.P.

Shareholder

yes

08/2022

Apr 1, 2023

Aug 6, 2024

GC PROPEL HOLDINGS, INC.

Member

yes

08/2022

Apr 1, 2023

Aug 6, 2024

GENSTAR CAPITAL PARTNERS X, L.P

Member

yes

08/2022

Apr 1, 2023

Aug 6, 2024

GENSTAR CAPITAL PARTNERS X, L.P.

LIMITED PARTNER

yes

08/2022

Apr 1, 2023

Aug 6, 2024

GENSTAR CAPITAL X, L.P.

LIMITED PARTNER

yes

08/2022

Apr 1, 2023

Aug 6, 2024

GENSTAR X GP LLC

GENERAL PARTNER

yes

08/2022

Apr 1, 2023

Aug 6, 2024

ICG HOLIDAY PARTNERS I LP

LIMITED PARTNER

yes

11/2022

Apr 1, 2023

Aug 6, 2024

MICKOOL ENTERPRISES TWO, INC.

Member

yes

06/2022

Jan 3, 2023

Aug 6, 2024

MICKOOL, JASON, KURT

PRESIDENT/SECRETARY

yes

06/2022

Jan 3, 2023

Aug 6, 2024

MICKOOL, JASON, KURT

PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER

yes

01/2017

Jan 3, 2023

Aug 6, 2024

THL AL BLOCKED BUYER FEEDER, L.P.

LIMITED PARTNER

yes

11/2022

Apr 1, 2023

Aug 6, 2024

THL AMERILIFE EQUITY ADVISORS, LLC

GENERAL PARTNER

yes

11/2022

Apr 1, 2023

Aug 6, 2024

THL AMERILIFE PARALLEL SPV, L.P.

Member

yes

11/2022

Apr 1, 2023

Aug 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TRINITY WEALTH SECURITIES, L.L.C.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Tampa

United States

yes

Jacksonville

United States

yes

Philadelphia

United States

yes

Orlando

United States

yes

Atlanta

United States

yes

CORAL GABLES

United States

yes

Charlotte

United States

yes

Nashville

United States

Vienna

United States

ST. PETERSBURG

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$456M

667

n/a

2023

Mar 28, 2024

$199M

310

294

n/a

2022

Mar 31, 2023

$94.8M

170

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

120

-107

14.2%

309

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$456M

n/a

$94.8M

68.8%

667

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Sep 1, 2026

Aug 31, 2026

JACKSONVILLE, FL

Team lift out

Ibd to ibd

0.5%

ADVISORY SERVICES NETWORK

Aug 27, 2026

Aug 26, 2026

JACKSONVILLE, FL

Team lift out

Ibd to RIA

0.3%

AMERIPRISE FINANCIAL SERVICES, LLC

Apr 30, 2026

Sep 9, 2026

MIAMI LAKES, FL

Team lift out

Ibd to ibd

0.3%

FISHER INVESTMENTS

Mar 31, 2026

May 15, 2026

ORLANDO, FL

Team lift out

Ibd to RIA

0.7%

FISHER INVESTMENTS

Mar 12, 2026

Apr 17, 2026

TAMPA, FL

Team lift out

Ibd to RIA

0.4%

EMPOWER ADVISORY GROUP, LLC

Mar 12, 2026

Jul 28, 2026

TAMPA, FL

Team lift out

Ibd to ibd

0.5%

MORGAN STANLEY

Jan 21, 2026

Jun 15, 2026

ORLANDO, FL

Team lift out

Ibd to wirehouse

0.4%

VANGUARD ADVISERS, INC.

Jan 13, 2026

May 5, 2026

PHILADELPHIA, PA

Team lift out

Ibd to ibd

0.4%

FISHER INVESTMENTS

Jan 7, 2026

Apr 21, 2026

ORLANDO, FL

Team lift out

Ibd to RIA

0.7%

J.P. MORGAN SECURITIES LLC

Dec 11, 2025

Mar 10, 2026

CHARLOTTE, NC

Team lift out

Ibd to wirehouse

0.4%

FISHER INVESTMENTS

Sep 30, 2025

Aug 26, 2026

TAMPA, FL

Team lift out

Ibd to RIA

0.6%

LPL FINANCIAL LLC

Aug 5, 2025

Aug 8, 2025

MIAMI LAKES, FL

Team lift out

Ibd to ibd

0.9%

MORGAN STANLEY

Mar 10, 2025

Apr 29, 2025

TAMPA, FL

Team lift out

Ibd to wirehouse

0.5%

KCD FINANCIAL, INC.

Jan 6, 2025

Jan 12, 2026

TAMPA, FL

Team lift out

Ibd to RIA

0.8%

MORGAN STANLEY

Nov 19, 2024

Jul 7, 2025

ATLANTA, GA

Team lift out

Ibd to wirehouse

1.1%

J.P. MORGAN SECURITIES LLC

Nov 18, 2024

Feb 21, 2025

PHILADELPHIA, PA

Team lift out

Ibd to wirehouse

0.6%

MORGAN STANLEY

Oct 18, 2024

Sep 19, 2025

TAMPA, FL

Team lift out

Ibd to wirehouse

0.6%

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Sep 19, 2024

Nov 7, 2024

SAINT PETERSBURG, FL

Team lift out

Ibd to RIA

1.7%

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Sep 19, 2024

Oct 22, 2024

CHATTANOOGA, TN

Team lift out

Ibd to RIA

0.6%

AE WEALTH MANAGEMENT, LLC

Jul 7, 2024

Apr 1, 2025

JACKSONVILLE, FL

Team lift out

Ibd to RIA

0.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MCADAM LLC

Apr 24, 2017

Oct 3, 2018

RADNOR, PA

Team lift out

Other

2.9%