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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 2025-11-13
SC RA APPROVED 2025-11-11
  • FL RA
    APPROVED
    Since 2025-11-13
  • SC RA
    APPROVED
    Since 2025-11-11

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 10/2025 Present
Vector Marketing Los Gatos CA 06/2024 05/2025
Djb Construction Los Gatos CA 06/2024 07/2024
Uber Los Gatos CA 08/2023 01/2024
Clidro Private Wealth Management Los Gatos CA 05/2022 08/2022
N/A Fayetteville AR 08/2022 08/2023
N/A Fayetteville AR 01/2024 06/2024
N/A Fayetteville AR 05/2025 10/2025
N/A Los Gatos CA 11/2015 05/2022
Trinity Wealth Securities, Llc North Charleston SC 08/2026 Present
  • 10/2025 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    North Charleston, SC
  • 06/2024 → 05/2025
    Vector Marketing
    Los Gatos, CA
  • 06/2024 → 07/2024
    Djb Construction
    Los Gatos, CA
  • 08/2023 → 01/2024
    Uber
    Los Gatos, CA
  • 05/2022 → 08/2022
    Clidro Private Wealth Management
    Los Gatos, CA
  • 08/2022 → 08/2023
    N/A
    Fayetteville, AR
  • 01/2024 → 06/2024
    N/A
    Fayetteville, AR
  • 05/2025 → 10/2025
    N/A
    Fayetteville, AR
  • 11/2015 → 05/2022
    N/A
    Los Gatos, CA
  • 08/2026 → Present
    Trinity Wealth Securities, Llc
    North Charleston, SC
Other Businesses

o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC, USA, 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2025. 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. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC, USA, 29418. Nature of Business: Fixed Insurance Sales. 11/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC, USA, 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-21
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S63 Uniform Securities Agent State Law Examination
    2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02

View on SEC IAPD

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