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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-07-28 |
| FL | RA | APPROVED | 2025-07-28 |
| PA | RA | APPROVED | 2025-07-22 |
Branch Locations
1013 Centre Road Suite 201, Wilmington, DE 19805 • 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 | 07/2026 |
| Full-Time Education | Pittsburgh | PA | 08/2024 | 05/2025 |
| Ctdi | West Chester | PA | 06/2024 | 08/2024 |
| Full-Time Education | Pittsburgh | PA | 08/2023 | 05/2024 |
| Tilted Axes | West Chester | PA | 05/2023 | 08/2023 |
| Full-Time Education | Pittsburgh | PA | 08/2022 | 05/2023 |
| Tilted Axes | West Chester | PA | 06/2022 | 08/2022 |
| Full-Time Education | Pittsburgh | PA | 08/2021 | 05/2022 |
| Unemployed | Garnet Valley | PA | 02/2021 | 08/2021 |
| Chick-Fil-A | Glen Mills | PA | 03/2020 | 02/2021 |
| Aquavita Pools | Media | PA | 05/2022 | 06/2022 |
| Couch Tomato | West Chester | PA | 05/2023 | 07/2023 |
| Doordash | Glen Mills | PA | 06/2021 | Present |
| Not Your Average Joes | Glen Mills | PA | 02/2020 | 03/2020 |
| Unemployed | Garnet Valley | PA | 05/2025 | 06/2025 |
| Unemployed | Garnet Valley | PA | 07/2015 | 01/2020 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 02/2026 | 07/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Wilmington | DE | 07/2026 | Present |
| Trinity Wealth Securities, Llc | Wilmington | DE | 07/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, Suite 201 Wilmington, DE 19805. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1013 Centre Road, Suite 201 Wilmington, DE 19805. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Doordash. Not Investment Related. Glen Mills, PA. Nature of Business: Takeout Delivery. Position: Delivery Driver. Start Date: 06/2021. Hours per Month: 5. Hours per month during trading hours: 0. Duties: accept orders, pick up from establishment and drop off to customer in a timely manner. Trinity Wealth Securities, LLC. Investment Related. 1013 Centre Road, Suite 201 Wilmington, DE 19805. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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