Lauren Bone

Current Employers

Florida Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-10-17
TX	RA	APPROVED	2025-07-30
FL	RA	APPROVED	2024-06-03
PA	RA	APPROVED	2024-02-21

SC RA
APPROVED

Since 2025-10-17
TX RA
APPROVED

Since 2025-07-30
FL RA
APPROVED

Since 2024-06-03
PA RA
APPROVED

Since 2024-02-21

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Florida Financial Advisors Dba Tristate Financial Advisors	Philadelphia	PA	02/2024	12/2025
Penn Family Medicine	Voorhees	NJ	01/2023	07/2023
Riverwinds Restaurant	West Deptford	NJ	04/2023	07/2025
Rutgers University- Camden	Camden	NJ	09/2019	05/2023
Arthur P. Schalick High School	Pittsgrove	NJ	09/2015	06/2019
Trinity Wealth Securities, Llc	Philadelphia	PA	08/2024	12/2025
Florida Financial Advisors Dba Tristate Financial Advisors	Charleston	SC	12/2025	04/2026
Trinity Wealth Securities, Llc	Charleston	SC	12/2025	04/2026
Trinity Wealth Securities, Llc	Philadelphia	PA	04/2026	Present
Florida Financial Advisors Dba Tristate Financial Advisors	Philadelphia	PA	04/2026	Present

02/2024 → 12/2025

Florida Financial Advisors Dba Tristate Financial Advisors

Philadelphia, PA
01/2023 → 07/2023

Penn Family Medicine

Voorhees, NJ
04/2023 → 07/2025

Riverwinds Restaurant

West Deptford, NJ
09/2019 → 05/2023

Rutgers University- Camden

Camden, NJ
09/2015 → 06/2019

Arthur P. Schalick High School

Pittsgrove, NJ
08/2024 → 12/2025

Trinity Wealth Securities, Llc

Philadelphia, PA
12/2025 → 04/2026

Florida Financial Advisors Dba Tristate Financial Advisors

Charleston, SC
12/2025 → 04/2026

Trinity Wealth Securities, Llc

Charleston, SC
04/2026 → Present

Trinity Wealth Securities, Llc

Philadelphia, PA
04/2026 → Present

Florida Financial Advisors Dba Tristate Financial Advisors

Philadelphia, PA

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. 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 (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Fixed Insurance Sales. 04/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. 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.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-07-31
S65	Uniform Investment Adviser Law Examination	2024-02-15

S63 Uniform Securities Agent State Law Examination

2024-07-31
S65 Uniform Investment Adviser Law Examination

2024-02-15