Best Investors Account Sign in
Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-07
TX RA APPROVED 2023-05-12
PA RA APPROVED 2022-08-26
  • FL RA
    APPROVED
    Since 2024-06-07
  • TX RA
    APPROVED
    Since 2023-05-12
  • PA RA
    APPROVED
    Since 2022-08-26

Branch Locations

1717 Arch Street, Suite 330, Philadelphia, PA 19103 • 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 Dba Tristate Financial Advisors Philadelphia PA 08/2022 Present
Buckman's Ski And Snowboard Shop King Of Prussia PA 09/2021 08/2022
Wsfs Bank Oaks PA 06/2020 02/2021
Chestnut Hill College Chestnut Hill PA 08/2017 05/2022
Jdog Junk Removal Paoli PA 06/2018 09/2018
Diamond Baseball Academy King Of Prussia PA 06/2019 09/2019
Seagis Conshohocken PA 11/2021 02/2022
Move U And Junk U West Chester PA 06/2021 09/2021
Spring-Ford High School Royersford PA 08/2013 06/2017
Trinity Wealth Securities, Llc Philadelphia PA 01/2023 Present
  • 08/2022 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 09/2021 → 08/2022
    Buckman's Ski And Snowboard Shop
    King Of Prussia, PA
  • 06/2020 → 02/2021
    Wsfs Bank
    Oaks, PA
  • 08/2017 → 05/2022
    Chestnut Hill College
    Chestnut Hill, PA
  • 06/2018 → 09/2018
    Jdog Junk Removal
    Paoli, PA
  • 06/2019 → 09/2019
    Diamond Baseball Academy
    King Of Prussia, PA
  • 11/2021 → 02/2022
    Seagis
    Conshohocken, PA
  • 06/2021 → 09/2021
    Move U And Junk U
    West Chester, PA
  • 08/2013 → 06/2017
    Spring-Ford High School
    Royersford, PA
  • 01/2023 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Philadelphia, PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch Street, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 08/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Philadelphia, PA 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-12-15
S65 Uniform Investment Adviser Law Examination 2022-08-02
  • S63 Uniform Securities Agent State Law Examination
    2022-12-15
  • S65 Uniform Investment Adviser Law Examination
    2022-08-02
Other Names
  • Sam Alexander Barletta

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor