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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
1102 Kermit Drive Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 01/2026 | Present |
| Xiao's Hibachi And Sushi | Lebanon | TN | 08/2024 | 01/2026 |
| University Of Florida | Gainesville | FL | 03/2024 | 06/2024 |
| Santa Fe College | Gainesville | FL | 08/2022 | 12/2023 |
| Land O Lakes High School | Land O Lakes | FL | 08/2018 | 05/2022 |
| Pineview Middle School | Land O Lakes | FL | 01/2017 | 05/2018 |
| Citrus Springs Middle School | Citrus Springs | FL | 08/2015 | 12/2016 |
| Trinity Wealth Securities, Llc | Nashville | TN | 04/2026 | Present |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. 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). Not Investment Related. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. 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. 1102 Kermit Drive, Suite 200, Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-02 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
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