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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
| FL | RA | APPROVED | 2024-06-19 |
| TN | RA | APPROVED | 2024-06-18 |
Branch Locations
1102 Kermit Drive 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 Dba Tristate Financial Advisors | Nashville | TN | 06/2024 | Present |
| Unemployed | Marion | IL | 02/2024 | 06/2024 |
| Northwestern Mutual | Fairview Heights | IL | 12/2022 | 02/2024 |
| Arcadia Wealth Group | Marion | IL | 09/2022 | 10/2022 |
| University Of Southern Indiana | Evansville | IN | 08/2018 | 05/2022 |
| Unemployed | Marion | IL | 05/2022 | 09/2022 |
| Priority Staffing | Marion | IL | 06/2018 | 07/2020 |
| Marion Unit 2 School District | Marion | IL | 06/2014 | 05/2018 |
| Trinity Wealth Securities, Llc | Nashville | TN | 11/2024 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Nashville, TN. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Nashville, TN.. Nature of Business: Fixed Insurance Sales. 06/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Nashville, TN. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
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