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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| FL | RA | APPROVED | 2025-01-08 |
| NC | RA | APPROVED | 2025-01-02 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • 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 | 01/2025 | Present |
| Outlier | Greenville | NC | 01/2024 | 12/2024 |
| East Carolina University | Greenville | NC | 07/2021 | 12/2024 |
| Us Navy | St Marys | GA | 07/2017 | 07/2021 |
| Wendys | Camillus | NY | 02/2015 | 07/2017 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 02/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Charlotte, North Carolina 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. Start Date: 01/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities, LLC. Investment Related. Charlotte, North Carolina 28217. 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 | 2025-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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