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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2024-07-16 |
| FL | RA | APPROVED | 2024-05-30 |
| TN | RA | APPROVED | 2023-12-14 |
Branch Locations
200 W. Martin Luther King Blvd. Suite 1032, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 11/2023 | 04/2026 |
| Reiselman Gmc | Springfield | TN | 05/2022 | 11/2023 |
| Hopebridge Autism Therapy Center | Bowling Green | KY | 09/2021 | 04/2022 |
| Rivervalley Behavioral Health | Owensboro | KY | 06/2019 | 09/2021 |
| Med Center Health | Bowling Green | KY | 05/2016 | 05/2019 |
| Trinity Wealth Securities, Llc | Nashville | TN | 03/2024 | 04/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Chattanooga | TN | 04/2026 | Present |
| Trinity Wealth Securities, Llc | Chattanooga | TN | 04/2026 | Present |
Caretaker for my [REDACTED] Brother, I take care of him in KY, It is a program through LifeSkills but I am not an employee of LifeSkills, James Whitaker is my Employer and how it shows up on the W-2, the Address is my second current address, 655 Declaration Way 008 Bowling Green Ky 42103. It is not investment related, I work there 32 hours a week, 2 16 hour shifts, I only do the other job when I am with my brother. I typically do it on the weekends. Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 200 W. Martin Luther King Blvd. Suite 1032 Chattanooga, TN 37402. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 200 W. Martin Luther King Blvd. Suite 1032 Chattanooga, TN 37402. Nature of Business: Insurance. Position: Independent Contractor. 04/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 200 W. Martin Luther King Blvd. Suite 1032 Chattanooga, TN 37402. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-19 |
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