James Carlson

Current Employers

Employment History

• 01/2022 → 05/2024
  Florida Financial Advisors Dba Tristate Financial Advisors
  Philadelphia, PA
• 05/2021 → 12/2021
  Unemployed
  Chesapeake, VA
• 08/2018 → 05/2021
  Taylor Gym, Lehigh University
  Bethlehem, PA
• 08/2017 → 08/2018
  Taylor Gym, Lehigh University
  Bethlehem, PA
• 06/2019 → 08/2019
  Optamo Llc
  Bethlehem, PA
• 08/2017 → 05/2021
  Lehigh University
  Bethlehem, PA
• 08/2013 → 05/2017
  Washburn Rural High School
  Topeka, KS
• 04/2015 → 08/2018
  Hyvee Grocery Store
  Topeka, KS
• 06/2023 → 05/2024
  Trinity Wealth Securities, Llc
  Philadelphia, PA
• 05/2024 → 01/2026
  Florida Financial Advisors Dba Texas Financial Advisors
  Dallas, TX
• 05/2024 → 01/2026
  Trinity Wealth Securities, Llc
  Dallas, TX
• 01/2026 → Present
  Trinity Wealth Securities, Llc
  Ft Lauderdale, FL
• 01/2026 → Present
  Florida Financial Advisors
  Ft Lauderdale, FL

Other Businesses

Florida Financial Advisors. Investment Related. 3511 W Commercial Blvd, Suite 402, Ft Lauderdale, FL 33309. 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. Florida Financial Insurance . Not Investment Related. 3511 W Commercial Blvd, Suite 402, Ft Lauderdale, FL 33309. 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. 3511 W Commercial Blvd, Suite 402, Ft Lauderdale, FL 33309. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-11
• S65 Uniform Investment Adviser Law Examination
  2021-12-13

Other Names

• James David Carlson