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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
| NC | RA | APPROVED | 2026-03-23 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 03/2026 | Present |
| Hollywood Casino Bangor | Bangor | ME | 04/2022 | 02/2026 |
| Pat's Pizza | Hampden | ME | 06/2021 | 03/2022 |
| Houlton High School | Houlton | ME | 08/2017 | 06/2021 |
| Middle School | Houlton | ME | 08/2015 | 06/2017 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 06/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte NC 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4235 S Stream Blvd, Suite 420, Charlotte NC 28217. Nature of Business: Insurance. Position: Independent Contractor. 03/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte NC 28217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
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