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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • 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 | 06/2025 | 05/2026 |
| Grove City College | Grove City | PA | 01/2023 | 05/2025 |
| Indian River State College | Stuart | FL | 01/2022 | 12/2022 |
| Florida Institute Of Technology | Melbourne | FL | 08/2020 | 12/2021 |
| Saint Edward's School | Vero Beach | FL | 08/2017 | 06/2020 |
| Martin County High School | Stuart | FL | 08/2016 | 06/2017 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 12/2025 | 05/2026 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
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