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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-30 |
| PA | RA | APPROVED | 2025-05-28 |
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 | 05/2025 | Present |
| Buddy's Burgers | West Chester | PA | 05/2016 | 05/2025 |
| Doordash | Aston | PA | 05/2020 | 05/2022 |
| Cardinal O'HAra High School | Springfield | PA | 09/2014 | 06/2018 |
| Emerald Asset Management | Lancaster | PA | 05/2022 | 08/2022 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 05/2026 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Ste 330, Philadelphia, PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2025. 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. 1717 Arch Street, Ste 330, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 05/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Buddy's Burgers. Not investment related the address: 122 Woodcutter St, Exton, PA 19341. nature; Food service your position; Food truck worker title, or relationship with the other business; employee the start date of your relationship; 5/2018 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Work on a food truck, making fries, taking orders. Mizuna Catering. Not investment related. West Chester, PA 19380. Nature: Food service. Hours per month: 10. Hours per month trading: 0. Position: Catering assistant. Catering duties. Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Ste 330, Philadelphia, PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
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