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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-27 |
| FL | RA | APPROVED | 2025-07-25 |
| PA | RA | APPROVED | 2025-07-22 |
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 |
| Devon Preparatory School | Devon | PA | 08/2016 | 05/2020 |
| Elon University | Elon | NC | 08/2020 | 05/2024 |
| Unemployed | Audubon | PA | 08/2024 | 01/2025 |
| Lowes Home Improvement | Oaks | PA | 02/2025 | 06/2025 |
| Devon Preparatory School | Devon | PA | 05/2019 | 08/2019 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 11/2025 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Philadelphia, PA 19110. 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. Philadelphia, PA 19110. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Philadelphia, PA 19110. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
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