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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-23
SC RA APPROVED 2025-01-17
  • FL RA
    APPROVED
    Since 2025-01-23
  • SC RA
    APPROVED
    Since 2025-01-17

Branch Locations

4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • 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 Charleston SC 01/2025 Present
Stage Harbor Yacht Club Chatham MA 06/2018 08/2021
Chatham Bars Inn Chatham MA 06/2022 08/2022
Berkeley Research Group Washington D.C. MD 06/2023 08/2023
College Of Charleston Charleston SC 08/2020 06/2024
Coral Shores High School Tavernier FL 08/2016 06/2020
Unemployed Charleston SC 06/2024 01/2025
Unemployed/Student Tavernier FL 01/2015 08/2016
Trinity Wealth Securities, Llc Charleston SC 12/2025 Present
  • 01/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Charleston, SC
  • 06/2018 → 08/2021
    Stage Harbor Yacht Club
    Chatham, MA
  • 06/2022 → 08/2022
    Chatham Bars Inn
    Chatham, MA
  • 06/2023 → 08/2023
    Berkeley Research Group
    Washington D.C., MD
  • 08/2020 → 06/2024
    College Of Charleston
    Charleston, SC
  • 08/2016 → 06/2020
    Coral Shores High School
    Tavernier, FL
  • 06/2024 → 01/2025
    Unemployed
    Charleston, SC
  • 01/2015 → 08/2016
    Unemployed/Student
    Tavernier, FL
  • 12/2025 → Present
    Trinity Wealth Securities, Llc
    Charleston, SC
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. 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, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 01/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-19
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13
Other Names
  • Alex Gonzalez
  • Alexander Barron Gonzalez
  • Alexander Barron Gonzaleez

View on SEC IAPD

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