Nathan Lucarelli

Current Employers

Employment History

• 07/2023 → Present
  Florida Financial Advisors (Dba Tristate Financial Advisors)
  Charlotte, NC
• 08/2022 → 05/2023
  Sterling Consulting Company
  Strongsville, OH
• 05/2022 → 08/2022
  Textron Aviation
  Wichita, KS
• 08/2021 → 03/2022
  The Woods
  Oxford, OH
• 06/2018 → 08/2021
  Shale Creek Golf Course
  Medina, OH
• 07/2006 → 06/2019
  Medina City Schools
  Medina, OH
• 03/2024 → Present
  Trinity Wealth Securities, Llc
  Charlotte, NC

Other Businesses

o Florida 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. o Florida 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. o Trinity 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: 03/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-07
• S65 Uniform Investment Adviser Law Examination
  2023-06-06

Other Names

• Nate Lucarelli
• Nathan James Lucarelli