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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-01
FL RA APPROVED 2025-06-03
PA RA APPROVED 2025-05-29
  • TX RA
    APPROVED
    Since 2026-07-01
  • FL RA
    APPROVED
    Since 2025-06-03
  • PA RA
    APPROVED
    Since 2025-05-29

Branch Locations

1717 Arch Street, Suite 330, Pennsylvania, 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
OrganizationCityStateFromTo
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
  • 05/2025 → Present
    Florida Financial Advisors Dba Tristate Financil Advisrs
    Philadelphia, PA
  • 08/2024 → 05/2025
    City Of Newark Parks And Recreation
    Newark, DE
  • 06/2024 → 08/2024
    Crawford Financial Services
    Dover, DE
  • 06/2022 → 01/2025
    Capital School District
    Dover, DE
  • 06/2023 → 08/2023
    Sam's Club
    Dover, DE
  • 09/2021 → 05/2023
    University Of Delaware - Campus Recreation
    Newark, DE
  • 08/2020 → 05/2021
    Amc Theaters
    Dover, DE
  • 08/2017 → 08/2021
    High School - Dover High School
    Dover, DE
  • 05/2010 → 06/2017
    Providence Creek Academy - Elementary/Middle School
    Clayton, DE
  • 08/2021 → 05/2025
    College - University Of Delaware
    Newark, DE
  • 12/2025 → Present
    Trinity Wealth Securities, Llc
    Philadelphia, PA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-06
S65 Uniform Investment Adviser Law Examination 2025-03-01
  • S63 Uniform Securities Agent State Law Examination
    2025-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-03-01
Other Names
  • Connor Mcphail

View on SEC IAPD

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