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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 2026-04-14
FL RA APPROVED 2025-09-23
PA RA APPROVED 2025-09-18
  • TX RA
    APPROVED
    Since 2026-04-14
  • FL RA
    APPROVED
    Since 2025-09-23
  • PA RA
    APPROVED
    Since 2025-09-18

Branch Locations

1717 Arch Street Suite 330, Philadelphia, PA 19103 • 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 Philadelphia PA 09/2025 Present
Noecee Global Inc Washington DC 05/2024 08/2024
Chipotle Mexican Grill Oakland CA 05/2022 08/2022
Oh Baby Sushi Redwood City CA 05/2022 08/2022
The American University Washington DC 08/2021 05/2025
Oakland Technical High School Oakland CA 08/2017 05/2021
Self Employed Oakland CA 05/2020 08/2020
Unemployed Oakland CA 05/2025 09/2025
Unemployed Oakland CA 05/2021 08/2021
East Bay Innovation Academy Oakland CA 09/2015 05/2017
Unemployed Oakland CA 05/2017 08/2017
Trinity Wealth Securities, Llc Philadelphia PA 05/2026 Present
  • 09/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 05/2024 → 08/2024
    Noecee Global Inc
    Washington, DC
  • 05/2022 → 08/2022
    Chipotle Mexican Grill
    Oakland, CA
  • 05/2022 → 08/2022
    Oh Baby Sushi
    Redwood City, CA
  • 08/2021 → 05/2025
    The American University
    Washington, DC
  • 08/2017 → 05/2021
    Oakland Technical High School
    Oakland, CA
  • 05/2020 → 08/2020
    Self Employed
    Oakland, CA
  • 05/2025 → 09/2025
    Unemployed
    Oakland, CA
  • 05/2021 → 08/2021
    Unemployed
    Oakland, CA
  • 09/2015 → 05/2017
    East Bay Innovation Academy
    Oakland, CA
  • 05/2017 → 08/2017
    Unemployed
    Oakland, CA
  • 05/2026 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-22
S65 Uniform Investment Adviser Law Examination 2025-08-22
  • S63 Uniform Securities Agent State Law Examination
    2026-04-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-22

View on SEC IAPD

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