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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-08 |
| PA | RA | APPROVED | 2023-11-08 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 11/2023 | Present |
| Alfe's Restaurant | Wildwood | NJ | 05/2023 | 10/2023 |
| University Of Tampa | Tampa | FL | 08/2018 | 05/2023 |
| The Battery | Tampa | FL | 02/2023 | 04/2023 |
| The Getaway | Tampa | FL | 10/2022 | 01/2023 |
| Alfe's Restaurant | Wildwood | NJ | 02/2022 | 08/2022 |
| Keller Williams Jersey Shore | Wildwood Crest | NJ | 05/2021 | 09/2021 |
| Alfes Restaurant | Wildwood | NJ | 01/2019 | 08/2019 |
| Keller Williams Jersey Shore | Wildwood Crest | NJ | 06/2018 | 09/2018 |
| Alfe's Restaurant | Wildwood | NJ | 06/2017 | 09/2017 |
| Alfe's Restaurant | Wildwood | NJ | 06/2016 | 09/2016 |
| St. Augustine College Prep Highschool | Richland | NJ | 08/2014 | 05/2018 |
| Trinity Wealth Securities, Llc. | Philadelphia | PA | 03/2026 | Present |
-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: 10/2023 -Hours per Month: 160. -Hours per Month During Trading Hours: 160. -Investment Related Activities. -Florida Financial Insurance (DBA Tristate Financial Advisors). -Not Investment Related. -1717 Arch Street, Suite 330, Philadelphia, PA 19103. -Nature of Business: Fixed Insurance Sales. -10/2023 -Hours per Month: 10 hours during trading. -Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
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