Best Investors Account Sign in
Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-30
PA RA APPROVED 2021-09-14
  • FL RA
    APPROVED
    Since 2024-05-30
  • PA RA
    APPROVED
    Since 2021-09-14

Branch Locations

1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Philadelphia PA 09/2021 Present
Miami University Oxford OH 08/2017 05/2021
Rye High School Rye NY 09/2013 06/2017
Unemployed Rye NY 05/2021 09/2021
Trinity Wealth Securities, Llc Philadelphia PA 12/2021 Present
  • 09/2021 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 08/2017 → 05/2021
    Miami University
    Oxford, OH
  • 09/2013 → 06/2017
    Rye High School
    Rye, NY
  • 05/2021 → 09/2021
    Unemployed
    Rye, NY
  • 12/2021 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
Other Businesses

1) 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: 09/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) 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. 09/2021. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-15
S65 Uniform Investment Adviser Law Examination 2021-08-17
  • S63 Uniform Securities Agent State Law Examination
    2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2021-08-17
Other Names
  • Mac Killian

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor