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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
SC RA APPROVED 2024-10-03
FL RA APPROVED 2022-08-09
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • SC RA
    APPROVED
    Since 2024-10-03
  • FL RA
    APPROVED
    Since 2022-08-09

Branch Locations

4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • 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
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
  • 07/2022 → 10/2024
    Florida Financial Advisors
    Jacksonville, FL
  • 09/2018 → 05/2022
    Coastal Carolina University
    Conway, SC
  • 06/2020 → 08/2021
    Action Water Sportz
    Myrtle Beach, SC
  • 06/2019 → 08/2019
    Bayview Beach Association
    Milford, CT
  • 09/2011 → 08/2018
    Shelton Public Schools
    Shelton, CT
  • 11/2022 → 10/2024
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 10/2024 → Present
    Trinity Wealth Securities, Llc
    North Charleston, SC
  • 10/2024 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors.
    North Charleston, SC
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-11
S65 Uniform Investment Adviser Law Examination 2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2024-11-11
  • S65 Uniform Investment Adviser Law Examination
    2022-06-30

View on SEC IAPD

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