Eric Wolstenholme

Current Employers

Employment History

• 09/2020 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Philadelphia, PA
• 01/2020 → 06/2020
  Liberty Sbf
  Philadelphia, PA
• 08/2016 → 05/2020
  Temple University
  Philadelphia, PA
• 05/2019 → 01/2020
  Td Bank
  Philadelphia, PA
• 02/2018 → 05/2019
  Temple Universtiy Resnick Center
  Philadelphia, PA
• 07/2018 → 08/2018
  Kroll Bond Rating Agency
  Dresher, PA
• 05/2017 → 08/2017
  Crc Industries
  Ivyland, PA
• 09/2020 → Present
  Trinity Wealth Securities, Llc
  Philadelphia, PA

Other Businesses

1.Trinity Wealth Securities. Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2020. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. 2. Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2020. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 3. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 9/2020. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 4. Landlord; Not investment related. Own and maintain rental properties. Provide leasing, maintenance, and rent collecting duties. Since 08/2020. Hours per month: 5.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-10
• S65 Uniform Investment Adviser Law Examination
  2020-09-11

Other Names

• Eric John Wolstenholme