Kaeley Morgan Fox

Current Employers

Employment History

• 12/2025 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Charlotte, NC
• 01/2024 → 05/2025
  Unc Charlotte Athletic Academic Center
  Charlotte, NC
• 12/2016 → 12/2024
  Palmer Hardware
  Brewster, NY
• 07/2022 → 07/2022
  Downstate Summer League
  Poughkeepsie, NY
• 03/2019 → 06/2021
  Brewster Varsity Lacrosse
  Brewster, NY
• 05/2025 → 12/2025
  Unemployed
  Charlotte, NC
• 01/2003 → 12/2016
  Unemployed - Age Restriction
  Brewster, NY
• 03/2026 → Present
  Trinity Wealth Securities, Llc
  Charlotte, NC

Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Boulevard, Suite 420, Charlotte, North Carolina 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2025. 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. 4235 S Stream Boulevard, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. 12/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 4235 S Stream Boulevard, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-13
• S65 Uniform Investment Adviser Law Examination
  2025-12-11