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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
| TN | RA | APPROVED | 2026-06-26 |
Branch Locations
1102 Kermit Dr 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 | 06/2026 | Present |
| Piermont Brands | Bloomington | IN | 02/2026 | 05/2026 |
| Indiana University | Bloomington | IN | 08/2022 | 05/2026 |
| Fairfax Radiology Centers | Fairfax | VA | 06/2025 | 08/2025 |
| Chick-Fil-A Restaurants | Tysons Corner | VA | 06/2023 | 08/2023 |
| Saint Anselms Abbey School | Washington | DC | 08/2018 | 06/2022 |
| Longfellow Middle School | Mclean | VA | 08/2016 | 06/2018 |
| Trinity Wealth Securities, Llc | Nashville | TN | 08/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
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