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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-17 |
| SC | RA | APPROVED | 2025-06-13 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charleston | SC | 05/2025 | Present |
| Total Wine | Mt. Pleasant | SC | 05/2023 | 08/2023 |
| Crushyard | Mt. Pleasant | SC | 06/2024 | 08/2024 |
| Clemson University | Clemson | SC | 08/2020 | 05/2025 |
| Wando High School | Mt. Pleasant | SC | 08/2016 | 05/2020 |
| Trinity Wealth Securities, Llc | Charleston | SC | 10/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. 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. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 05/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities, LLC. Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-25 |
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