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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 | 2026-07-30 |
| SC | RA | APPROVED | 2024-10-03 |
| FL | RA | APPROVED | 2022-08-09 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2022 | 10/2024 |
| Coastal Carolina University | Conway | SC | 09/2018 | 05/2022 |
| Action Water Sportz | Myrtle Beach | SC | 06/2020 | 08/2021 |
| Bayview Beach Association | Milford | CT | 06/2019 | 08/2019 |
| Shelton Public Schools | Shelton | CT | 09/2011 | 08/2018 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 11/2022 | 10/2024 |
| Trinity Wealth Securities, Llc | North Charleston | SC | 10/2024 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors. | North Charleston | SC | 10/2024 | Present |
Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC 29418. Nature of Business: Fixed Insurance Sales. 10/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities. Investment Related. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. US Property Insurance LLC. Investment related. 4969 Centre Pointe Drive, Suite 201, North Charleston, SC 29418. Nature of business: Property and Casualty Insurance Agency. Position: P&C Agent. Hours per month: 5. Hours per month trading: 5. Start date: 5/2026. Duties: Offer P&C coverage to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-30 |
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