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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
| FL | RA | APPROVED | 2025-06-24 |
| NC | RA | APPROVED | 2025-06-20 |
Branch Locations
4235 S Stream Blvd, Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 06/2025 | Present |
| Greatlife Golf And Fitness | Sioux Falls | SD | 03/2024 | 06/2025 |
| Dick's Clothing And Sporting Goods | Concord | NC | 07/2021 | 03/2024 |
| United States National Whitewater Center | Charlotte | NC | 03/2020 | 08/2021 |
| Copy That! Business Services | Charlotte | NC | 06/2017 | 03/2020 |
| Mountain Island Charter School | Mt. Holly | NC | 08/2013 | 06/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2017 | 12/2021 |
| Amazon Prime | Charlotte | NC | 12/2019 | 03/2020 |
| Pine Island Country Club | Charlotte | NC | 06/2025 | Present |
| Trinity Wealth Securities, Llc | Charlotte | NC | 12/2025 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. 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. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Pine Island Country Club. Non-Investment Related. 1701 Stoneyridge Dr, Charlotte, North Carolina 28214. Nature of Business: Food and Beverage Position: Bartender. Start Date: 06/2025. Hours per Month: 55. Hours per Month During Trading Hours: 0. Non-Investment Related Activities. o Trinity Wealth Securities, LLC. Investment Related. 235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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