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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
| NC | RA | APPROVED | 2024-04-04 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 04/2024 | Present |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2018 | 12/2022 |
| Cox Mill High School | Concord | NC | 08/2014 | 06/2018 |
| Unemployed | Concord | NC | 01/2023 | 03/2024 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 07/2024 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Charlotte, North Carolina 28203. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Charlotte, North Carolina 28203. Nature of Business: Fixed Insurance Sales. 04/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. Charlotte, North Carolina 28203. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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