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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
| FL | RA | APPROVED | 2025-11-20 |
| PA | RA | APPROVED | 2025-11-17 |
Branch Locations
1717 Arch Street Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 11/2025 | Present |
| Chili's Grill & Bar | Deptford | NJ | 11/2022 | Present |
| Westbrook Lanes Family Bowling Center | Brooklawn | NJ | 05/2018 | Present |
| Cherry's Ice Cream & Water Ice | Cherry Hill | NJ | 08/2020 | 08/2024 |
| Gloucester City High School | Gloucester City | NJ | 11/2015 | 05/2018 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 02/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 02/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. 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. Chili's. Not investment related. Deptford, NJ 08096. Nature: Food and Retail. Position: Server/Bartender. Start date: 12/2022. Hours per month: 24. Hours per month trading: 0. Duties: Handle shifts while managing tables. Westbrook Lanes Family Bowling Center. Not investment related. 1 Creek Road Brooklawn, NJ 08030. Position: Front desk. Start date: 05/2018. Hours per month: 3. Hours per month trading: 0. Duties: Front Desk/Operations/Book Keeping/Bartender/Waitress
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
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