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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-01 |
| FL | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2023-09-21 |
| PA | RA | APPROVED | 2022-09-29 |
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 | 09/2022 | Present |
| Giant Food Stores | Mcconnellsburg | PA | 12/2020 | 01/2021 |
| Sanibel Captiva Community Bank | Fort Myers | FL | 06/2021 | 08/2021 |
| Forbes Road School District | Waterfalll | PA | 08/2011 | 05/2019 |
| University Of Pittsburgh-Johnstown | Johnstown | PA | 08/2019 | 04/2022 |
| Unemployed. | Three Springs | PA | 05/2022 | 08/2022 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 07/2023 | Present |
oFlorida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch St, Suite 330, Philadelphia, PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2022 Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch St, Suite 330, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 09/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. 1717 Arch St, Suite 330, Philadelphia, PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2023 Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
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