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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| NC | RA | APPROVED | 2025-10-21 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 06/2023 | 10/2025 |
| Bowling Green State University | Bowling Green | OH | 08/2019 | 04/2023 |
| North Western Mutual | Toledo | OH | 05/2021 | 09/2021 |
| Qdoba Mexican Eats | Bowling Green | OH | 10/2020 | 05/2021 |
| 5Th Street Pub | Perrysburg | OH | 08/2018 | 07/2019 |
| Fitness 4 All | Toledo | OH | 05/2020 | 07/2020 |
| Perrysburg High School | Perrysburg | OH | 08/2016 | 05/2019 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 10/2023 | 10/2025 |
| Raymond James & Associates | Charlotte | NC | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
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