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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
FL RA APPROVED 2025-04-30
PA RA APPROVED 2025-04-21
  • TX RA
    APPROVED
    Since 2025-06-03
  • FL RA
    APPROVED
    Since 2025-04-30
  • PA RA
    APPROVED
    Since 2025-04-21

Branch Locations

1717 Arch Street, Suite 330, Philadelphia, PA 19103 • 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 Philadelphia PA 04/2025 Present
Mcgilligan's Ole Ale House Philadelphia PA 08/2024 04/2025
Cavanaugh's River Deck Philadelphia PA 04/2024 09/2024
The Winston Social Club Philadelphia PA 03/2024 07/2024
Rec And Royal Philadelphia PA 03/2022 01/2024
Hooters Newark DE 08/2021 03/2022
Docklands Riverfront Wilmington DE 03/2021 08/2021
Arby's Middletown DE 08/2017 02/2021
Full-Time Education :APpoquinimink High School Middletown DE 08/2017 05/2021
Unemployed Philadelphia PA 01/2024 03/2024
Full-Time Student At The University Of Delaware Newark DE 08/2021 12/2024
Middleschool - Meredith Middle School Middletown DE 08/2013 06/2017
Trinity Wealth Securities, Llc Philadelphia PA 05/2025 Present
  • 04/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 08/2024 → 04/2025
    Mcgilligan's Ole Ale House
    Philadelphia, PA
  • 04/2024 → 09/2024
    Cavanaugh's River Deck
    Philadelphia, PA
  • 03/2024 → 07/2024
    The Winston Social Club
    Philadelphia, PA
  • 03/2022 → 01/2024
    Rec And Royal
    Philadelphia, PA
  • 08/2021 → 03/2022
    Hooters
    Newark, DE
  • 03/2021 → 08/2021
    Docklands Riverfront
    Wilmington, DE
  • 08/2017 → 02/2021
    Arby's
    Middletown, DE
  • 08/2017 → 05/2021
    Full-Time Education :APpoquinimink High School
    Middletown, DE
  • 01/2024 → 03/2024
    Unemployed
    Philadelphia, PA
  • 08/2021 → 12/2024
    Full-Time Student At The University Of Delaware
    Newark, DE
  • 08/2013 → 06/2017
    Middleschool - Meredith Middle School
    Middletown, DE
  • 05/2025 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2024. 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. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 08/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-27
S65 Uniform Investment Adviser Law Examination 2025-04-03
  • S63 Uniform Securities Agent State Law Examination
    2025-05-27
  • S65 Uniform Investment Adviser Law Examination
    2025-04-03

View on SEC IAPD

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