Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2023-05-12 |
| PA | RA | APPROVED | 2022-08-26 |
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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
Reach out to this advisor