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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
| FL | RA | APPROVED | 2025-06-03 |
| PA | RA | APPROVED | 2025-05-29 |
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 Financil Advisrs | Philadelphia | PA | 05/2025 | Present |
| City Of Newark Parks And Recreation | Newark | DE | 08/2024 | 05/2025 |
| Crawford Financial Services | Dover | DE | 06/2024 | 08/2024 |
| Capital School District | Dover | DE | 06/2022 | 01/2025 |
| Sam's Club | Dover | DE | 06/2023 | 08/2023 |
| University Of Delaware - Campus Recreation | Newark | DE | 09/2021 | 05/2023 |
| Amc Theaters | Dover | DE | 08/2020 | 05/2021 |
| High School - Dover High School | Dover | DE | 08/2017 | 08/2021 |
| Providence Creek Academy - Elementary/Middle School | Clayton | DE | 05/2010 | 06/2017 |
| College - University Of Delaware | Newark | DE | 08/2021 | 05/2025 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 12/2025 | 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: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 05/2025. 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: 12/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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