Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
| NC | RA | APPROVED | 2026-06-21 |
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 | 05/2026 | Present |
| Nation Ford High School | Fort Mill | SC | 08/2016 | 05/2020 |
| Basf Summer Internship Extended | Charlotte | NC | 04/2021 | 09/2021 |
| Lowes | Indian Land | SC | 08/2023 | 08/2024 |
| Wrap Extract | Charlotte | NC | 09/2024 | 03/2025 |
| Goings Law Firm | Columbia | SC | 10/2021 | 08/2022 |
| York Technical College | Rock Hill | SC | 11/2020 | 09/2021 |
| Ebay Business | Fort Mill | SC | 01/2026 | 04/2026 |
| Louie's Painting | East Stroudsburg | PA | 06/2020 | 11/2020 |
| 1-800 Radiator | Fort Mill | SC | 12/2020 | 03/2021 |
| Unemployed | Fort Mill | SC | 04/2025 | 12/2025 |
| York Technical College | Rock Hill | SC | 04/2023 | 06/2024 |
| Unemployed | Fort Mill | SC | 09/2022 | 12/2022 |
| Company Box | Charlotte | NC | 01/2023 | 05/2023 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 08/2026 | 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: 05/2026. 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. 05/2026. 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: 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 | 2026-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
Reach out to this advisor