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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| NC | RA | APPROVED | 2023-07-20 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Charlotte | NC | 07/2023 | Present |
| Keybank | Lakewood | OH | 05/2022 | 09/2022 |
| Bowling Green State University | Bowling Green | OH | 08/2019 | 05/2023 |
| Full Time High-School Student Medina High School | Medina | OH | 08/2015 | 05/2019 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 11/2023 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Charlotte, North Carolina 28203. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Charlotte, North Carolina 28203. Nature of Business: Fixed Insurance Sales. 07/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Charlotte, North Carolina 28203. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
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