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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-18 |
| DE | RA | APPROVED | 2026-02-12 |
| FL | RA | APPROVED | 2025-12-10 |
| PA | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 12/2025 | 01/2026 |
| Red Brick Station Restaurant & Brew Pub | White Marsh | MD | 02/2020 | 11/2025 |
| Archbishop Curley High School | Baltimore | MD | 08/2017 | 05/2021 |
| Perry Hall Middle School | Perry Hall | MD | 08/2014 | 05/2017 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Wilmington | DE | 01/2026 | Present |
| Trinity Wealth Securities, Llc | Wilmington | DE | 08/2026 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. Nature of Business: Fixed Insurance Sales. 01/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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