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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-13
FL RA APPROVED 2025-01-10
  • TN RA
    APPROVED
    Since 2025-01-13
  • FL RA
    APPROVED
    Since 2025-01-10

Branch Locations

1102 Kermit Dr Suite 200, Nashville, TN 37217 • 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 Nashville TN 01/2025 Present
Willows Racquet And Fitness Center North Andover MA 01/2015 01/2019
Jeni's Splendid Ice Creams Nashville TN 04/2018 10/2021
Buttermilk Ranch Nashville TN 09/2021 11/2023
Bagelshop Tennessee TN 11/2023 01/2025
Trinity Wealth Securities, Llc Nashville TN 04/2026 Present
  • 01/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Nashville, TN
  • 01/2015 → 01/2019
    Willows Racquet And Fitness Center
    North Andover, MA
  • 04/2018 → 10/2021
    Jeni's Splendid Ice Creams
    Nashville, TN
  • 09/2021 → 11/2023
    Buttermilk Ranch
    Nashville, TN
  • 11/2023 → 01/2025
    Bagelshop
    Tennessee, TN
  • 04/2026 → Present
    Trinity Wealth Securities, Llc
    Nashville, TN
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. 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. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. Start Date: 01/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Uber. Not investment related. Nashville, TN 37221. Nature of business: Delivery. Hours per month: 30. Hours per month trading: 0/ Start: 9/2025. Position: Driver. Duties: delivering orders across the city Trinity Wealth Securities, LLC. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-13
S65 Uniform Investment Adviser Law Examination 2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2026-04-13
  • S65 Uniform Investment Adviser Law Examination
    2024-12-31
Other Names
  • Sam Barros

View on SEC IAPD

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