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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
| SC | RA | APPROVED | 2025-09-26 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
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