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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-27 |
| FL | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Winter Park | FL | 03/2021 | 03/2023 |
| Stampede America | Orlando | FL | 08/2020 | 11/2020 |
| The Exterior Company | Orlando | FL | 05/2020 | 08/2020 |
| Telaffects | Orlando | FL | 09/2019 | 05/2020 |
| Student Media Group | Orlando | FL | 04/2019 | 08/2019 |
| Ucf | Orlando | FL | 08/2018 | 12/2020 |
| University Of North Florida | Jacksonville | FL | 08/2016 | 05/2018 |
| Trinity Wealth Securities | Orlando | FL | 11/2021 | 03/2023 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 03/2023 | 04/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 03/2023 | 04/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Raleigh | NC | 04/2026 | Present |
| Trinity Wealth Securities, Llc | Raleigh | NC | 04/2026 | Present |
Trinity Wealth Securities. Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 4/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603 Nature of Business: RIA. Position: Financial Consultant. Start Date: 4/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 223 S West St, Suite 900 Raleigh, NC 27603. Nature of Business: Insurance. Position: Independent Contractor. 4/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
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