Matthew Alan Ullstrom

Current Employers

Employment History

• 05/2023 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Charlotte, NC
• 05/2022 → 04/2023
  Unemployed
  New Port Richey, FL
• 08/2018 → 05/2022
  Full Time Student
  Gambier, OH
• 04/2020 → 10/2020
  Chick Fil A
  Pinellas Park, FL
• 05/2013 → 05/2018
  Full Time Student
  Tarpon Springs, FL
• 08/2016 → 08/2017
  Sign Smart
  Tampa, FL
• 12/2023 → 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, NC, USA, 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, NC, USA, 28217. Nature of Business: Fixed Insurance Sales. 04/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, NC, USA, 28217. Nature of Business: Securities Sales. Position: Registered Representative.. Start Date: 04/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. LifeX Research Corporation. Pittsburgh, PA 15203. Business Nature: Surveys. Position: Research Associate. Start: 11/1/2025. Hours per month: 1. Hours per month trading: 0. Answer surveys

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-16
• S65 Uniform Investment Adviser Law Examination
  2023-04-29

Other Names

• Matt Alan Ullstrom