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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| FL | RA | APPROVED | 2025-08-04 |
| PA | RA | APPROVED | 2025-07-30 |
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 |
| Duquesne University | Pittsburgh | PA | 08/2021 | 05/2022 |
| Duquesne University | Pittsburgh | PA | 08/2022 | 05/2023 |
| Duquesne University | Pittsburgh | PA | 08/2023 | 05/2024 |
| Duquesne University | Pittsburgh | PA | 08/2024 | 05/2025 |
| None | Perkasie | PA | 05/2025 | 07/2025 |
| Pinnacle Lawn And Landscape | Souderton | PA | 05/2024 | 08/2024 |
| Gerhart's Landscaping Services Llc | Telford | PA | 05/2023 | 08/2023 |
| Phillip S. Skrzat, Inc. | Perkasie | PA | 05/2021 | 08/2021 |
| Telford Lutheran Community | Telford | PA | 12/2019 | 12/2020 |
| Swedesford Contractors | Perkasie | PA | 05/2022 | 08/2022 |
| Pennridge Highschool | Perkasie | PA | 12/2020 | 05/2021 |
| Swedesford Contractors Llc | Perkasie | PA | 01/2015 | 08/2017 |
| Swedesford Contractors Llc | Perkasie | PA | 05/2018 | 08/2018 |
| Swedesford Contractors Llc | Perkasie | PA | 05/2019 | 08/2019 |
| Swedesford Contractors Llc | Perkasie | PA | 05/2020 | 08/2020 |
| Pennridge Highschool | Perkasie | PA | 08/2017 | 05/2018 |
| Pennridge Highschool | Perkasie | PA | 08/2018 | 05/2019 |
| Pennridge Highschool | Perkasie | PA | 08/2019 | 05/2020 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 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 o Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-24 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-12 |
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