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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED | 2025-12-23 |
| FL | RA | APPROVED | 2025-04-17 |
| VA | RA | APPROVED | 2025-04-15 |
Branch Locations
1717 Arch Street Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 09/2024 | 02/2025 |
| Florida Financial Advisors | Miami | FL | 05/2023 | 02/2025 |
| Cape May Fitness Center | Cape May | NJ | 08/2022 | 05/2023 |
| Arizona State University | Tempe | AZ | 08/2018 | 12/2022 |
| Cape May Beach Patrol | Cape May | NJ | 05/2016 | 08/2020 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2025 | 04/2025 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2025 | 04/2025 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2025 | 04/2025 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 04/2025 | 02/2026 |
| Trinity Wealth Securities, Llc | Vienna | VA | 05/2025 | 02/2026 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 02/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 02/2026 | Present |
1) Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 02/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-09 |
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