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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
| SC | RA | APPROVED | 2025-09-10 |
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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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