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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-30
TX RA APPROVED 2023-11-22
NC RA APPROVED 2023-05-22
  • FL RA
    APPROVED
    Since 2024-05-30
  • TX RA
    APPROVED
    Since 2023-11-22
  • NC RA
    APPROVED
    Since 2023-05-22

Branch Locations

4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Wealth Securities, Llc Charlotte NC 04/2023 Present
Charleston Southern University Charleston SC 02/2020 05/2023
Thrivent Financial Dillsburg PA 05/2022 08/2022
Charleston Southern University Charleston SC 08/2019 05/2023
Mechanicsburg Area Senior High Mechanicsburg PA 08/2015 05/2019
Pizza Hut Mechanicsburg PA 02/2019 01/2022
Florida Financial Advisors (Dba Tristate Financial Advisors) Charlotte NC 05/2023 Present
  • 04/2023 → Present
    Trinity Wealth Securities, Llc
    Charlotte, NC
  • 02/2020 → 05/2023
    Charleston Southern University
    Charleston, SC
  • 05/2022 → 08/2022
    Thrivent Financial
    Dillsburg, PA
  • 08/2019 → 05/2023
    Charleston Southern University
    Charleston, SC
  • 08/2015 → 05/2019
    Mechanicsburg Area Senior High
    Mechanicsburg, PA
  • 02/2019 → 01/2022
    Pizza Hut
    Mechanicsburg, PA
  • 05/2023 → Present
    Florida Financial Advisors (Dba Tristate Financial Advisors)
    Charlotte, NC
Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 South Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 4235 South Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. 05/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. 4235 South Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 05/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11
Other Names
  • Trey Lebo
  • Treyton L Lebo

View on SEC IAPD

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