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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-03 |
| FL | RA | APPROVED | 2024-05-31 |
| PA | RA | APPROVED | 2024-02-09 |
Branch Locations
1717 Arch Street, Suite 330, Pennsylvania, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 02/2024 | Present |
| Penn State University | State College | PA | 08/2018 | 05/2023 |
| Win Signature Restaurants | Media | PA | 04/2015 | 06/2022 |
| La Catrina | Media | PA | 06/2022 | 12/2023 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 09/2024 | 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: 9/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-29 |
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