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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-30
TX RA APPROVED 2024-02-23
PA RA APPROVED 2023-07-05
  • FL RA
    APPROVED
    Since 2024-05-30
  • TX RA
    APPROVED
    Since 2024-02-23
  • PA RA
    APPROVED
    Since 2023-07-05

Branch Locations

1717 Arch Street, Suite 330, Pennsylvania, 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 Consultant Dba Tristate Financial Advisors Philadelphia PA 06/2023 Present
Valley Forge Trattoria And Lounge Phoenixville PA 06/2022 08/2022
Penn State University State College PA 08/2022 06/2023
Wegman Collegville PA 06/2018 01/2019
Pizza Hut Royersford PA 01/2019 06/2019
Spring-Ford High School Royersford PA 01/2013 06/2018
Penn State University State College PA 06/2019 06/2022
Valley Forge Trattoria And Lounge Phoenixville PA 09/2023 02/2024
Door Dash Inc San Francisco CA 01/2020 05/2023
Trinity Wealth Securities, Llc Philadelphia PA 05/2025 Present
  • 06/2023 → Present
    Florida Financial Consultant Dba Tristate Financial Advisors
    Philadelphia, PA
  • 06/2022 → 08/2022
    Valley Forge Trattoria And Lounge
    Phoenixville, PA
  • 08/2022 → 06/2023
    Penn State University
    State College, PA
  • 06/2018 → 01/2019
    Wegman
    Collegville, PA
  • 01/2019 → 06/2019
    Pizza Hut
    Royersford, PA
  • 01/2013 → 06/2018
    Spring-Ford High School
    Royersford, PA
  • 06/2019 → 06/2022
    Penn State University
    State College, PA
  • 09/2023 → 02/2024
    Valley Forge Trattoria And Lounge
    Phoenixville, PA
  • 01/2020 → 05/2023
    Door Dash Inc
    San Francisco, CA
  • 05/2025 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
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: 06/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 06/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance 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: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-12
S65 Uniform Investment Adviser Law Examination 2023-04-18
  • S63 Uniform Securities Agent State Law Examination
    2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2023-04-18

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