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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 | 2025-07-11 |
| PA | RA | APPROVED | 2025-07-09 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • 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 | 07/2025 | Present |
| Seven Star Diner | Sewell | NJ | 01/2025 | 09/2025 |
| Rocksteady Promotions | Philadelphia | PA | 12/2024 | 01/2025 |
| New Canvassing Experience | Philadelphia | PA | 12/2024 | 12/2024 |
| Unemployed | Willingboro | NJ | 12/2023 | 12/2024 |
| Spigola | Hamilton | NJ | 11/2023 | 12/2023 |
| Tgi Fridays | Burlington | NJ | 08/2022 | 11/2023 |
| Tgi Fridays | Millbury | MA | 08/2021 | 07/2022 |
| Jimmy's American Grill | Bordentown | NJ | 08/2020 | 08/2021 |
| Tgi Fridays | Millbury | MA | 01/2020 | 02/2020 |
| Vpne | Boston | MA | 04/2018 | 01/2020 |
| Laz Parking | Boston | MA | 09/2017 | 11/2017 |
| Olympia Sports | Revere | MA | 02/2017 | 07/2017 |
| Target | Everett | MA | 11/2015 | 02/2017 |
| Unemployed | Burlington | NJ | 03/2020 | 08/2020 |
| Unemployed | Malden | MA | 11/2017 | 03/2018 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 03/2026 | Present |
| Prime Fusion Afro Lounge & Grill | Philadelphia | PA | 11/2025 | Present |
| Sunrise Social | Cherry Hill | NJ | 10/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 07/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Prime Fusion Afro Lounge & Grill. Not investment related. Philadelphia, PA 19146. Nature of business: Restaurant. Position: Server. Start date: 11/2025. Hours per month: 40. Hours per month trading: 0. Duties: Serving tables. Sunrise Social. Not investment related. 1200 Haddonfield Rd Cherry Hill, NJ 08002. Nature of business: Restaurant. Position: Server. Start date: 10/2025. Hours per month: 40. Hours per month trading: 0. Duties: Serving tables. Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
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