Josephine Renee Laing

Current Employers

Florida Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-02-27
FL	RA	APPROVED	2024-06-05
TN	RA	APPROVED	2023-07-19

SC RA
APPROVED

Since 2026-02-27
FL RA
APPROVED

Since 2024-06-05
TN RA
APPROVED

Since 2023-07-19

Branch Locations

4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • 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

Organization	City	State	From	To
Florida Financial Advisors (Dba Tristate Financial Advisors)	Nashville	TN	07/2023	03/2025
Flounders Chowder House	Pensacola	FL	06/2019	06/2023
Dillard's Chophouse	Tuscaloosa	AL	11/2020	03/2021
Young Men's Christian Association	Wheeling	WV	12/2017	07/2018
Bob Evans	Triadelphia	WV	10/2017	02/2018
Dairy Queen	Wheeling	WV	09/2016	03/2017
Wheeling Park High School	Wheeling	WV	07/2014	05/2018
Unemployed	Navarre	FL	02/2018	06/2019
Trinity Wealth Securities, Llc	Charleston	SC	03/2025	Present
Florida Financial Advisors Dba Tristate Financial Advisors	Charleston	SC	03/2025	Present
Trinity Wealth Securities, Llc	Nashville	TN	02/2024	03/2025

07/2023 → 03/2025

Florida Financial Advisors (Dba Tristate Financial Advisors)

Nashville, TN
06/2019 → 06/2023

Flounders Chowder House

Pensacola, FL
11/2020 → 03/2021

Dillard's Chophouse

Tuscaloosa, AL
12/2017 → 07/2018

Young Men's Christian Association

Wheeling, WV
10/2017 → 02/2018

Bob Evans

Triadelphia, WV
09/2016 → 03/2017

Dairy Queen

Wheeling, WV
07/2014 → 05/2018

Wheeling Park High School

Wheeling, WV
02/2018 → 06/2019

Unemployed

Navarre, FL
03/2025 → Present

Trinity Wealth Securities, Llc

Charleston, SC
03/2025 → Present

Florida Financial Advisors Dba Tristate Financial Advisors

Charleston, SC
02/2024 → 03/2025

Trinity Wealth Securities, Llc

Nashville, TN

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 03/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-02-12
S65	Uniform Investment Adviser Law Examination	2023-06-24

S63 Uniform Securities Agent State Law Examination

2024-02-12
S65 Uniform Investment Adviser Law Examination

2023-06-24

Other Names

Josie Renee Laing

View on SEC IAPD