Best Investors
Account
Sign in
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED | 2024-02-23 |
| PA | RA | APPROVED | 2023-07-05 |
Branch Locations
1717 Arch Street, Suite 330, Pennsylvania, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-18 |
Reach out to this advisor