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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-08
FL RA APPROVED 2024-08-13
PA RA APPROVED 2023-06-02
  • TX RA
    APPROVED
    Since 2024-11-08
  • FL RA
    APPROVED
    Since 2024-08-13
  • PA RA
    APPROVED
    Since 2023-06-02

Branch Locations

1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Philadelphia PA 05/2023 Present
Duquesne University Pittsburgh PA 05/2019 05/2023
Mt. St. Joseph High School Baltimore MD 08/2015 05/2019
Hoco Brew Hive Ellicott City MD 07/2023 02/2025
Trinity Wealth Securities, Llc Philadelphia PA 02/2025 Present
Clock Restoration Bar & Kitchen Baltimore MD 07/2026 Present
  • 05/2023 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 05/2019 → 05/2023
    Duquesne University
    Pittsburgh, PA
  • 08/2015 → 05/2019
    Mt. St. Joseph High School
    Baltimore, MD
  • 07/2023 → 02/2025
    Hoco Brew Hive
    Ellicott City, MD
  • 02/2025 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
  • 07/2026 → Present
    Clock Restoration Bar & Kitchen
    Baltimore, MD
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 07/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Clock Restoration Bar and Kitchen. Not investment related. 31 S Calvert St 6th Floor Baltimore, MD 21202. Nature of business: Hospitality and Food Services Industry. Start date: 7/2026. Hours per month: 24. Hours per month trading: 0. Duties: Manager at Clock Restoration Bar & Grill. Operations specialist

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-20
S65 Uniform Investment Adviser Law Examination 2023-05-02
  • S63 Uniform Securities Agent State Law Examination
    2025-02-20
  • S65 Uniform Investment Adviser Law Examination
    2023-05-02

View on SEC IAPD

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