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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-03 |
| FL | RA | APPROVED | 2024-06-03 |
| TN | RA | APPROVED | 2024-02-28 |
Branch Locations
1717 Arch Street Suite 330, Philadelphia , 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 | 05/2026 | Present |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 05/2026 | Present |
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 02/2024 | 05/2026 |
| St. Joseph By The Sea High School | Staten Island | NY | 09/2015 | 06/2019 |
| College Of Staten Island | Staten Island | NY | 08/2019 | 06/2021 |
| Pennsylvania State University | State College | PA | 08/2021 | 05/2023 |
| Atk Flooring | Staten Island | NY | 06/2023 | 01/2024 |
| Uber | Nashville | TN | 02/2024 | 06/2026 |
| Trinity Wealth Securities, Llc | Nashville | TN | 08/2024 | 05/2026 |
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: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer 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: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-30 |
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