Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
| FL | RA | APPROVED | 2024-08-13 |
| PA | RA | APPROVED | 2023-06-02 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-02 |
Reach out to this advisor