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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-08 |
| FL | RA | APPROVED | 2025-10-20 |
| PA | RA | APPROVED | 2025-09-15 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 09/2025 | Present |
| Avalon Awning Company | North Wildwood | NJ | 05/2023 | 07/2025 |
| Envestnet: Fidx | Berwyn | PA | 06/2024 | 08/2025 |
| Billy's Beach Service | Wildwood | NJ | 06/2019 | 06/2023 |
| Russo's Market | North Wildwood | NJ | 05/2017 | 08/2018 |
| University Of Scranton | Scranton | PA | 08/2021 | 05/2025 |
| North Penn Highschool | Lansdale | NJ | 06/2018 | 06/2021 |
| Penndale Middle School | Lansdale | PA | 08/2015 | 06/2018 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 12/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. 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. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
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