Derek Paul Boerner

Current Employers

Employment History

• 07/2025 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Philadelphia, PA
• 12/2022 → 02/2025
  Brown & Connery Llp
  Westmont, NJ
• 06/2023 → 07/2023
  Burger Fence Company
  Mantua, NJ
• 06/2022 → 08/2022
  Pitman Golf Course
  Pitman, NJ
• 12/2019 → 01/2020
  Kohl's
  Mantua, NJ
• 02/2025 → 07/2025
  University Of Delaware
  Newark, DE
• 08/2024 → 12/2024
  University Of Delaware
  Newark, NJ
• 02/2024 → 05/2024
  University Of Delaware
  Newark, DE
• 08/2023 → 12/2023
  University Of Delaware
  Newark, DE
• 02/2023 → 05/2023
  University Of Delaware
  Newark, DE
• 08/2022 → 12/2022
  University Of Delaware
  Newark, DE
• 02/2022 → 05/2022
  University Of Delaware
  Newark, DE
• 08/2021 → 12/2021
  University Of Delaware
  Newark, DE
• 09/2017 → 06/2021
  Clearview Regional High School
  Mullica Hill Nj, NJ
• 09/2015 → 06/2017
  Clearview Regional Middle School
  Mullica Hill, NJ
• 12/2025 → Present
  Trinity Wealth Securities, Llc
  Philadelphia, PA

Other Businesses

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. Hoursper 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: 12/2025. Hours per Month: 160. Hoursper Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-05
• S65 Uniform Investment Adviser Law Examination
  2025-07-02