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 | 2025-04-22 |
| SC | RA | APPROVED | 2025-04-18 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charleston | SC | 04/2025 | Present |
| Unemployed | Clemson | SC | 01/2025 | 04/2025 |
| Clemson University | Clemson | SC | 08/2020 | 12/2024 |
| Fairfield College Preparatory School | Fairfield | CT | 08/2016 | 06/2020 |
| Papa John's | Clemson | SC | 02/2024 | 08/2024 |
| Banded Media | Burbank | CA | 06/2022 | 07/2022 |
| The Sinclair | Fairfield | CT | 06/2021 | 01/2022 |
| Kumon After School Math & Reading Program | Fairfield | CT | 09/2018 | 03/2020 |
| Fairfield Woods Middle School | Fairfield | CT | 08/2013 | 07/2016 |
| Fairfield American Little League | Fairfield | CT | 06/2015 | 09/2018 |
| Unemployed | Fairfield | CT | 06/2020 | 08/2020 |
| Trinity Wealth Securities, Llc | Charleston | SC | 10/2025 | Present |
Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. Mount Pleasant, SC 29464. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance DBA Tristate Financial Advisors. Not Investment Related. Mount Pleasant, SC 29464. Nature of Business: Fixed Insurance Sales. 04/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Mount Pleasant, SC 29464. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-25 |
Reach out to this advisor