Diego Ramirez dominguez
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
3 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCMay 2025 to now
- Florida Financial Advisors, LLCAug 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2024 to now
- UnemployedJul 2024 to Aug 2024
- University of Iowa Financial Aid OfficeJun 2023 to Jul 2024
- University of IowaAug 2022 to Jun 2023
- ClariosJun 2022 to Aug 2022
- University of IowaAug 2020 to Jun 2022
- UnemployedJul 2020 to Aug 2020
- Caputo's Fresh MarketFeb 2020 to Jul 2020
- South Elgin High SchoolAug 2016 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TN).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7968273
- Firm CRD
- 288811