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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2024-06-03 |
| PA | RA | APPROVED | 2023-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors (Dba Tristate Financial Advisors) | Philadelphia | PA | 05/2023 | 01/2026 |
| United Health Services (Uhs) | King Of Prussia | PA | 01/2023 | 03/2023 |
| Hughes Logistics | Philadelphia | PA | 11/2021 | 10/2022 |
| Diver Chevrolet | Wilmington | DE | 04/2021 | 08/2021 |
| New York Film Industry | New York | NY | 09/2014 | 04/2021 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 01/2024 | 01/2026 |
| Trinity Wealth Securities, Llc | Wilmington | DE | 01/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Wilmington | DE | 01/2026 | Present |
1) Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. 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. 2) Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805 . Nature of Business: Insurance. Position: Independent Contractor. 01/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. 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 | 2023-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-27 |
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