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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 2025-10-20
PA RA APPROVED 2025-10-14
  • FL RA
    APPROVED
    Since 2025-10-20
  • PA RA
    APPROVED
    Since 2025-10-14

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 10/2025 Present
The Catholic University Of America Washington Dc DC 08/2021 08/2025
Enterprise Mobility Baltimore MD 05/2024 08/2024
Wickleins Native Plants Baltimore MD 05/2022 08/2023
Papermill Pharmacy & Gift Shop Phoenix MD 10/2018 03/2020
Unemployed Phoenix MD 04/2020 04/2022
Unemployed Phoenix MD 01/2015 09/2018
Trinity Wealth Securities, Llc Philadelphia PA 07/2026 Present
  • 10/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 08/2021 → 08/2025
    The Catholic University Of America
    Washington Dc, DC
  • 05/2024 → 08/2024
    Enterprise Mobility
    Baltimore, MD
  • 05/2022 → 08/2023
    Wickleins Native Plants
    Baltimore, MD
  • 10/2018 → 03/2020
    Papermill Pharmacy & Gift Shop
    Phoenix, MD
  • 04/2020 → 04/2022
    Unemployed
    Phoenix, MD
  • 01/2015 → 09/2018
    Unemployed
    Phoenix, MD
  • 07/2026 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2025. 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. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Fixed Insurance Sales. 10/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-20
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S63 Uniform Securities Agent State Law Examination
    2026-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10
Other Names
  • William Ragan Zittle
  • William Ragan Zittle

View on SEC IAPD

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