Best Investors Account Sign in
Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
SC RA APPROVED 2025-09-10
  • FL RA
    APPROVED
    Since 2025-09-17
  • SC RA
    APPROVED
    Since 2025-09-10

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 Charleston SC 09/2025 Present
Old Rochester Regional High School Mattapoisett MA 01/2015 05/2018
Fieldstone Farmers Market Marion MA 06/2018 08/2022
Colby-Sawyer College New London NH 08/2022 04/2024
Dunkin Donuts Marion MA 05/2024 08/2025
Trinity Wealth Securities, Llc Charleston SC 12/2025 Present
  • 09/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Charleston, SC
  • 01/2015 → 05/2018
    Old Rochester Regional High School
    Mattapoisett, MA
  • 06/2018 → 08/2022
    Fieldstone Farmers Market
    Marion, MA
  • 08/2022 → 04/2024
    Colby-Sawyer College
    New London, NH
  • 05/2024 → 08/2025
    Dunkin Donuts
    Marion, MA
  • 12/2025 → Present
    Trinity Wealth Securities, Llc
    Charleston, SC
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date:09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 09/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-13
S65 Uniform Investment Adviser Law Examination 2025-08-22
  • S63 Uniform Securities Agent State Law Examination
    2025-12-13
  • S65 Uniform Investment Adviser Law Examination
    2025-08-22
Other Names
  • Ryan Alexander Wilson

View on SEC IAPD

More in North Charleston, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor