Jerid Mei

Current Employers

Employment History

• 10/2022 → Present
  Florida Financial Advisors (Dba Tristate Financial Advisors)
  Charlotte, NC
• 06/2018 → 08/2018
  Fund For The Public Interest
  Chapel Hill, NC
• 06/2019 → 08/2019
  Fund For The Public Interest
  Chapel Hill, NC
• 08/2022 → Present
  Durham W & W Inc
  Durham, NC
• 08/2018 → 05/2022
  Uncg
  Greensboro, NC
• 08/2014 → 06/2018
  East Chapel Hill High School
  Chapel Hill, NC
• 03/2023 → Present
  Trinity Wealth Securities, Llc
  Charlotte, NC

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. 10/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Durham W & W inc. Not Investment Related. Durham, North Carolina. Nature of Business: Clerk, salesman, assistant. 8/2022. Hours per Month: 15 hours during weekends. Duties: completing any task needed to complete. Sales, clerk, heavy lifting, driving, manual labor Trinity Wealth Securities, LLC. Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Securities Sales. Position: Financial Consultant. Start Date: 03/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-24
• S65 Uniform Investment Adviser Law Examination
  2022-10-14