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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
| FL | RA | APPROVED | 2025-08-15 |
| SC | RA | APPROVED | 2025-08-12 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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