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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-24 |
| LA | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2024-05-16 |
| FL | RA | APPROVED | 2023-07-24 |
Branch Locations
1102 Kermit Drive Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2023 | 09/2025 |
| Target Inc | Fort Collins | CO | 04/2022 | 05/2023 |
| Colorado State University | Fort Collins | CO | 01/2022 | 05/2023 |
| Lawrence University | Appleton | WI | 09/2019 | 12/2021 |
| Top Of The Rockies Zip Line | Leadville | CO | 05/2021 | 09/2021 |
| Breckenridge Grand Vacations | Breckenridge | CO | 04/2019 | 09/2019 |
| Summit High School | Breckenridge | CO | 08/2015 | 06/2019 |
| Goods Inc | Breckenridge | CO | 03/2018 | 08/2018 |
| Trinity Wealth Securities, Llc | Tampa | FL | 12/2023 | 09/2025 |
| Trinity Wealth Securities, Llc | Nashville | TN | 09/2025 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 09/2025 | Present |
oFlorida Financial Advisors DBA Tristate Financial Advisors. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. oFlorida Financial Insurance DBA Tristate Financial Advisors. Not Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. oTrinity Wealth Securities, LLC. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-16 |
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