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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-13
FL RA APPROVED 2025-08-15
SC RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2026-05-13
  • FL RA
    APPROVED
    Since 2025-08-15
  • SC RA
    APPROVED
    Since 2025-08-12

Branch Locations

4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors North Charleston SC 08/2025 Present
Method Co Charleston SC 06/2024 12/2024
Benihana Bethesda MD 06/2023 08/2023
Kenwood Country Club Bethesda MD 05/2022 08/2022
Pro Sports Outlook Arlington VA 05/2022 08/2022
Kenwood Country Club Bethesda MD 10/2020 08/2021
Pool Personnel Potomac MD 05/2020 08/2020
Pool Personnel Potomac MD 05/2019 09/2019
Pool Personnel Potomac MD 06/2015 09/2018
Syracuse University Syracuse NY 08/2021 12/2022
College Of Charleston Charleston SC 01/2023 05/2025
Unemployed Potomac MD 05/2025 08/2025
Walt Whitman High School Bethesda MD 08/2017 05/2021
Trinity Wealth Securities, Llc North Charleston SC 02/2026 Present
  • 08/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    North Charleston, SC
  • 06/2024 → 12/2024
    Method Co
    Charleston, SC
  • 06/2023 → 08/2023
    Benihana
    Bethesda, MD
  • 05/2022 → 08/2022
    Kenwood Country Club
    Bethesda, MD
  • 05/2022 → 08/2022
    Pro Sports Outlook
    Arlington, VA
  • 10/2020 → 08/2021
    Kenwood Country Club
    Bethesda, MD
  • 05/2020 → 08/2020
    Pool Personnel
    Potomac, MD
  • 05/2019 → 09/2019
    Pool Personnel
    Potomac, MD
  • 06/2015 → 09/2018
    Pool Personnel
    Potomac, MD
  • 08/2021 → 12/2022
    Syracuse University
    Syracuse, NY
  • 01/2023 → 05/2025
    College Of Charleston
    Charleston, SC
  • 05/2025 → 08/2025
    Unemployed
    Potomac, MD
  • 08/2017 → 05/2021
    Walt Whitman High School
    Bethesda, MD
  • 02/2026 → Present
    Trinity Wealth Securities, Llc
    North Charleston, SC
Other Businesses

o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. 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. North Charleston, SC 29418. Nature of Business: Fixed Insurance Sales. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-26
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S63 Uniform Securities Agent State Law Examination
    2026-02-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

View on SEC IAPD

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