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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-11 |
| FL | RA | APPROVED | 2024-05-31 |
| PA | RA | APPROVED | 2022-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 02/2022 | 01/2026 |
| Susquehanna University | Selinsgrove | PA | 08/2018 | 12/2021 |
| Ideal Self Storage | Selinsgrove | PA | 07/2020 | 08/2021 |
| Old Navy | Selinsgrove | PA | 09/2019 | 09/2020 |
| Finish Line | Selinsgrove | PA | 05/2018 | 09/2019 |
| Selinsgrove Area High School | Selinsgrove | PA | 08/2015 | 05/2018 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 08/2023 | 01/2026 |
| Trinity Wealth Securities, Llc | Wilmington | DE | 01/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Wilmington | DE | 01/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Rd, Suite 201, Wilmington, DE 19805. 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 (DBA Tristate Financial Advisors). Not Investment Related. 1013 Centre Rd, Suite 201, Wilmington, DE 19805. 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. 1013 Centre Rd, Suite 201, Wilmington, DE 19805. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
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