Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-27 |
| NC | RA | APPROVED | 2025-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Raleigh | NC | 06/2026 | Present |
| Trinity Wealth Securities, Llc | Raleigh | NC | 06/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 06/2025 | 06/2026 |
| Walton Trailer Sales Inc. | Jacksonville | NC | 11/2023 | 01/2025 |
| Uber | Starkville | MS | 07/2021 | 05/2023 |
| Uber | Raleigh | NC | 05/2023 | Present |
| Lyft | Raleigh | NC | 05/2023 | Present |
| Bodyquest Fitness And Aerobics | Gautier | MS | 10/2020 | 07/2021 |
| United States Air Force Academy | Usaf Academy | CO | 07/2017 | 03/2020 |
| Mississippi Gulf Coast Community College | Gautier | MS | 08/2020 | 05/2021 |
| Mississippi State University | Starkville | MS | 07/2021 | 05/2023 |
| East Carolina University | Greenville | NC | 05/2023 | 12/2024 |
| C.E. Byrd High School | Shreveport | LA | 08/2013 | 06/2017 |
| N/A | Ocean Springs | MS | 03/2020 | 08/2020 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 01/2026 | 06/2026 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603 Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 223 S West St, Suite 900 Raleigh, NC 27603. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Lyft. Not Investment Related. Raleigh, NC. Nature of Business: Independent Contractor. Position: Driver. Start Date: 7/4/2025. Hrs per Month: 20. Hrs per Month during Trading: 0. Duties: I will be utilizing this if the market in Uber is slow and other riders are using the Lyft platform. Uber. Not Investment Related. Raleigh, NC. Nature of Business: Independent Contractor. Position: Driver. Start Date: 7/4/2025. Hrs per Month: 20. Hrs per Month during Trading: 0. Duties: I drive around and pick up riders and take them to different places in the city.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
Reach out to this advisor