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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2023-11-22 |
| NC | RA | APPROVED | 2023-05-22 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-11 |
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