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Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-08
PA RA APPROVED 2023-11-08
  • FL RA
    APPROVED
    Since 2024-08-08
  • PA RA
    APPROVED
    Since 2023-11-08

Branch Locations

1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2023 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 05/2023 → 10/2023
    Alfe's Restaurant
    Wildwood, NJ
  • 08/2018 → 05/2023
    University Of Tampa
    Tampa, FL
  • 02/2023 → 04/2023
    The Battery
    Tampa, FL
  • 10/2022 → 01/2023
    The Getaway
    Tampa, FL
  • 02/2022 → 08/2022
    Alfe's Restaurant
    Wildwood, NJ
  • 05/2021 → 09/2021
    Keller Williams Jersey Shore
    Wildwood Crest, NJ
  • 01/2019 → 08/2019
    Alfes Restaurant
    Wildwood, NJ
  • 06/2018 → 09/2018
    Keller Williams Jersey Shore
    Wildwood Crest, NJ
  • 06/2017 → 09/2017
    Alfe's Restaurant
    Wildwood, NJ
  • 06/2016 → 09/2016
    Alfe's Restaurant
    Wildwood, NJ
  • 08/2014 → 05/2018
    St. Augustine College Prep Highschool
    Richland, NJ
  • 03/2026 → Present
    Trinity Wealth Securities, Llc.
    Philadelphia, PA
Other Businesses

-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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-23
S65 Uniform Investment Adviser Law Examination 2023-10-10
  • S63 Uniform Securities Agent State Law Examination
    2026-03-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-10

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