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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| FL | RA | APPROVED | 2025-09-23 |
| PA | RA | APPROVED | 2025-09-18 |
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 |
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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