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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-26 |
| NC | RA | APPROVED | 2025-04-30 |
Branch Locations
6805 Carnegie Blvd, Suite 350, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 05/2023 | 02/2025 |
| Coastal Carolina University | Conway | SC | 08/2019 | 05/2023 |
| Saint Thomas Aquinas High School | Dover | NH | 08/2015 | 06/2019 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 07/2023 | 02/2025 |
| Raymond James & Associates, Inc. | Charlotte | NC | 04/2025 | Present |
| Carolina Ale House | Myrtle Beach | SC | 06/2021 | 08/2021 |
| Boston Pie Inc. | Kittery | ME | 12/2017 | 08/2020 |
| Unemployed | Charlotte | NC | 02/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-18 |
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