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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2025-08-13 |
| FL | RA | APPROVED | 2022-09-23 |
Branch Locations
1102 Kermit Dr Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Ft. Lauderdale | FL | 09/2022 | 06/2023 |
| City Cheers Media | Dallas | TX | 06/2021 | 08/2021 |
| Nordstrom | Dallas | TX | 06/2019 | 08/2019 |
| Cook Diamonds | Dallas | TX | 01/2017 | 12/2018 |
| Dallas Jesuit High School | Dallas | TX | 08/2013 | 05/2018 |
| Rollins College | Winter Park | TX | 08/2018 | 05/2022 |
| Mge Real Estate | Dallas | TX | 10/2019 | 04/2021 |
| Malouf Enterprises | Dallas | TX | 01/2019 | 06/2019 |
| Spatz Bar | Dallas | TX | 06/2022 | 08/2022 |
| Trinity Wealth Securities, Llc | Ft. Lauderdale | FL | 06/2023 | 07/2025 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Ft. Lauderdale | FL | 06/2023 | 07/2025 |
| Trinity Wealth Securities, Llc | Austin | TX | 07/2025 | 12/2025 |
| Florida Financial Advisors Dba Texas Financial Advisors | Austin | TX | 07/2025 | 12/2025 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 01/2026 | Present |
| Trinity Wealth Securities, Llc | Nashville | TN | 01/2026 | Present |
Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 01/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
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