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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-14 |
| TN | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2023-08-08 |
| FL | RA | APPROVED | 2021-11-17 |
Branch Locations
600 W Jackson Blvd Suite 1100, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 11/2021 | 10/2023 |
| Gomez Enterprises | South Hadley | MA | 11/2020 | 05/2021 |
| Umass Auxiliary Services | Amherst | MA | 01/2018 | 05/2021 |
| Masspirg | Amherst | MA | 06/2019 | 07/2019 |
| - | - | MA | 06/2021 | 10/2021 |
| Rato Bangala School | Kathmandu | 05/2005 | 06/2017 | |
| University Of Massachusetts Amherst | Amherst | MA | 09/2017 | 05/2021 |
| - | - | MA | 07/2017 | 08/2017 |
| Trinity Wealth Securities | Nashville | TN | 01/2022 | 04/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 11/2023 | 04/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Chicago | IL | 04/2026 | Present |
| Trinity Wealth Securities, Llc | Chicago | IL | 04/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. Nature of Business: Insurance. Position: Independent Contractor. 04/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities. Investment Related. 600 W Jackson Blvd, Suite 1100, Chicago, IL, USA, 60661. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities. Dhungel Family Estate. Not investment related. Lalitpur, Kathmandu. Business Nature: Family Estate. Position: Executor. Hours per month: 0. Hours per month trading: 0. Start: 1/1/2026.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-30 |
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