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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-03 |
| FL | RA | APPROVED | 2025-03-03 |
| TN | RA | APPROVED | 2025-02-28 |
Branch Locations
1102 Kermit Drive, Suite 200, Nashville, TN 37217 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 02/2025 | Present |
| Hillwood Country Club | Nashville | TN | 08/2022 | 01/2025 |
| Germantown Pub | Nashville | TN | 09/2023 | 04/2024 |
| Broadway Brewhouse | Nashville | TN | 09/2021 | 08/2022 |
| Loandepot | Brentwood | TN | 11/2019 | 04/2021 |
| Better Business Bureau | Nashville | TN | 07/2019 | 09/2019 |
| Yats | Franklin | TN | 05/2018 | 09/2021 |
| Unemployed | Indianapolis | IN | 05/2017 | 04/2018 |
| Angie's List | Indianapolis | IN | 12/2014 | 05/2017 |
| Trinity Wealth Securities, Llc | Nashville | TN | 09/2025 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 02/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
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