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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| FL | RA | APPROVED | 2024-06-11 |
| PA | RA | APPROVED | 2022-04-08 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | FL | 04/2022 | Present |
| Doordash | Uniontown | PA | 12/2020 | 03/2022 |
| George R Smalley | Hopwood | PA | 02/2018 | 08/2019 |
| Educators Horse Service | Lancaster | PA | 06/2011 | 08/2021 |
| Uber | Philadelphia | PA | 09/2022 | Present |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 01/2023 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: RIA. Position:Financial Consultant. Start Date: 03/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Fixed Insurance Sales. 03/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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