Best Investors
Account
Sign in
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 | 2025-10-13 |
| FL | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2025-01-07 |
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 |
| Holiday Inn Express | Boone | NC | 10/2021 | 10/2024 |
| Southminster Retirement Community | Charlotte | NC | 08/2020 | 06/2021 |
| N/A | N/A | NC | 01/2014 | 08/2020 |
| N/A | N/A | NC | 06/2021 | 10/2021 |
| N/A | N/A | NC | 10/2024 | 01/2025 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 05/2025 | Present |
Trinity Wealth Securities, LLC. Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Blvd, Suite 420, 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-27 |
Reach out to this advisor