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 | 2025-07-25 |
| NC | RA | APPROVED | 2025-07-22 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 07/2025 | Present |
| Upgrade | San Francisco | CA | 06/2024 | 08/2024 |
| Money Masters | Geneva | 09/2023 | 12/2023 | |
| Ecoshield | Baltimore | MD | 05/2023 | 06/2023 |
| Evolve | Memphis | TN | 05/2021 | 07/2021 |
| Alpaca | Memphis | TN | 06/2022 | 08/2022 |
| City Of Memphis | Memphis | TN | 05/2020 | 08/2020 |
| Arkansas | Fayetteville | AR | 08/2020 | 05/2021 |
| Arkansas | Fayetteville | AR | 08/2021 | 05/2022 |
| Arkansas | Fayetteville | AR | 08/2022 | 05/2023 |
| Arkansas | Fayetteville | AR | 01/2024 | 05/2024 |
| Arkansas | Fayetteville | AR | 08/2024 | 05/2025 |
| Student | Germantown | TN | 01/2015 | 05/2020 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 11/2025 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Charlotte, North Carolina 28217. 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. Charlotte, North Carolina 28217. 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. Charlotte, North Carolina 28217. 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. City of Memphis Employee. Not investment related. Memphis, TN 38111. Nature of Business: Golf course. Position: Maintenance crew. Start date: 11/2025. Hours per month: 15. Hours per month trading: 0. Duties: Cutting grass at local golf course in mornings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-17 |
Reach out to this advisor