Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
| FL | RA | APPROVED | 2024-12-03 |
| PA | RA | APPROVED | 2024-11-27 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 11/2024 | Present |
| Jimmy Johns | Champlin | MN | 08/2019 | 08/2023 |
| Maverick's Wood Grill | Champlin | MN | 01/2020 | 09/2020 |
| Mann Theatres | Champlin | MN | 08/2016 | 06/2019 |
| Unemployed | Champlin | MN | 08/2023 | 11/2024 |
| Full-Time Education | Duluth | MN | 08/2020 | 05/2024 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 02/2025 | Present |
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: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. Start Date: 11/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
Reach out to this advisor