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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-30
SC RA APPROVED 2025-09-26
  • FL RA
    APPROVED
    Since 2025-09-30
  • SC RA
    APPROVED
    Since 2025-09-26

Branch Locations

4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • 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 North Charleston SC 09/2025 Present
College Of Charleston Charleston SC 08/2021 05/2025
Kiawah Island Club Charleston SC 01/2022 Present
Bishop O'COnnell High School Arlington VA 08/2018 05/2021
Commonwealth Academy Alexandria VA 08/2015 05/2018
Trinity Wealth Securities, Llc North Charleston SC 02/2026 Present
  • 09/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    North Charleston, SC
  • 08/2021 → 05/2025
    College Of Charleston
    Charleston, SC
  • 01/2022 → Present
    Kiawah Island Club
    Charleston, SC
  • 08/2018 → 05/2021
    Bishop O'COnnell High School
    Arlington, VA
  • 08/2015 → 05/2018
    Commonwealth Academy
    Alexandria, VA
  • 02/2026 → Present
    Trinity Wealth Securities, Llc
    North Charleston, SC
Other Businesses

o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. 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. o Florida Financial Insurance DBA Tristate Financial Advisors. Not Investment Related. North Charleston, SC 29418. Nature of Business: Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Kiawah Island Club. Not investment related. Charleston, SC. Nature of Business: Golf Club. Position: Caddie. Start Date: 01/2022. Hours Per Month: 60. Hours Per Month During Trading Hours: 0. Caddie for golfers. Trinity Wealth Securities, LLC. Investment Related. North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2026 Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-26
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2026-02-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29

View on SEC IAPD

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