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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| FL | RA | APPROVED | 2025-09-30 |
| TN | RA | APPROVED | 2025-09-26 |
Branch Locations
1102 Kermit Drive, Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 09/2025 | Present |
| Doordash | Spring Hill | TN | 07/2025 | 09/2025 |
| Middle Tennessee State University | Murfreesboro | TN | 01/2025 | 05/2025 |
| Just Love Coffee Cafe | Murfreesboro | TN | 01/2025 | 05/2025 |
| Matter Collective | Spring Hill | TN | 11/2023 | 01/2025 |
| Nelly's Italian Cafe | Spring Hill | TN | 08/2022 | 12/2023 |
| Bonfire Mongolian Grill | Spring Hill | TN | 09/2021 | 06/2022 |
| Fully Leaded Coffee | Spring Hill | TN | 06/2021 | 07/2021 |
| N/A | Spring Hill | TN | 05/2025 | 07/2025 |
| Middle Tennessee State University | Murfreesboro | TN | 08/2023 | 05/2025 |
| Columbia State Community College | Franklin | TN | 08/2021 | 05/2023 |
| Groove Life | Spring Hill | TN | 06/2020 | 11/2020 |
| Homeschool | Spring Hill | TN | 08/2014 | 05/2023 |
| Trinity Wealth Securities, Llc | Nashville | TN | 12/2025 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Nashville, TN 37217. 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. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. Nashville, TN 37217. 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 | 2025-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
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