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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| FL | RA | APPROVED | 2025-06-27 |
| TN | RA | APPROVED | 2025-06-26 |
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 |
| Sport Clips | Citrus Heights | CA | 06/2020 | 06/2025 |
| Baskin Robbins | Fair Oaks | CA | 04/2019 | 04/2020 |
| Bella Vista High School | Fair Oaks | CA | 08/2017 | 06/2021 |
| Carnegie Middle School | Orangevale | CA | 08/2014 | 06/2017 |
| Trinity Wealth Securities, Llc | Nashville | TN | 04/2026 | Present |
o Florida 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: 07/2025. 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. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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