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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-21 |
| FL | RA | APPROVED | 2025-04-01 |
Branch Locations
1102 Kermit Dr Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 03/2025 | Present |
| Green Gardener Llc | West Lafayette | IN | 08/2021 | 10/2023 |
| Crabby Mike's Bbq | West Lafayette | IN | 03/2018 | 12/2024 |
| Carey Steel Enterprises | West Lafayette | IN | 06/2020 | 08/2022 |
| Huhot Mongolian Grill | Lafayette | IN | 03/2024 | 05/2024 |
| William Henry Harrison High School | West Lafayette | IN | 08/2016 | 05/2020 |
| Trinity Wealth Securities, Llc | Nashville | TN | 08/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 03/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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