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Grayson J Vrba

Florida Financial Advisors, LLC

Charlotte, NC

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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 2024-07-19
FL RA APPROVED 2024-05-30
NC RA APPROVED 2023-07-19
  • TX RA
    APPROVED
    Since 2024-07-19
  • FL RA
    APPROVED
    Since 2024-05-30
  • NC RA
    APPROVED
    Since 2023-07-19

Branch Locations

4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • 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) Charlotte NC 07/2023 Present
Red Onion Boone NC 03/2021 07/2023
Unemployed Boone NC 11/2020 03/2021
Domino's Boone NC 09/2019 11/2020
Chapel Hill High School Chapel Hill NC 08/2015 06/2018
City Kitchen Chapel Hill NC 06/2018 09/2019
Trinity Wealth Securities, Llc Charlotte NC 11/2023 Present
  • 07/2023 → Present
    Florida Financial Advisors (Dba Tristate Financial Advisors)
    Charlotte, NC
  • 03/2021 → 07/2023
    Red Onion
    Boone, NC
  • 11/2020 → 03/2021
    Unemployed
    Boone, NC
  • 09/2019 → 11/2020
    Domino's
    Boone, NC
  • 08/2015 → 06/2018
    Chapel Hill High School
    Chapel Hill, NC
  • 06/2018 → 09/2019
    City Kitchen
    Chapel Hill, NC
  • 11/2023 → Present
    Trinity Wealth Securities, Llc
    Charlotte, NC
Other Businesses

oFlorida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. 07/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales oTrinity Wealth Securities, LLC. Investment Related. 4235 S Stream Blvd, Suite 420, Charlotte, North Carolina 28217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-01
S65 Uniform Investment Adviser Law Examination 2023-06-01
  • S63 Uniform Securities Agent State Law Examination
    2023-11-01
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01
Other Names
  • Grayson James Vrba

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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