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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
| FL | RA | APPROVED | 2025-07-09 |
| TN | RA | APPROVED | 2025-07-03 |
Branch Locations
1102 Kermit Dr, Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 06/2025 | Present |
| Morris County Golf Club | Morristown | NJ | 04/2020 | 08/2024 |
| College Of Charleston | Charleston | SC | 08/2021 | 05/2025 |
| Parking Management Company | Charleston | SC | 01/2024 | 04/2024 |
| Seton Hall Preparatory School | West Orange | NJ | 09/2017 | 05/2021 |
| Black River Middle School | Chester | NJ | 09/2014 | 06/2017 |
| Trinity Wealth Securities, Llc | Nashville | TN | 10/2025 | Present |
oFlorida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. 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 | 2025-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
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