Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| FL | RA | APPROVED | 2025-04-30 |
| PA | RA | APPROVED | 2025-04-21 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
Reach out to this advisor