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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-04 |
| LA | RA | APPROVED | 2025-07-30 |
| FL | RA | APPROVED | 2024-06-14 |
| TN | RA | APPROVED | 2024-06-12 |
Branch Locations
1102 Kermit Drive Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 06/2024 | Present |
| Raising Canes | Baton Rouge | LA | 10/2018 | 12/2023 |
| Southside High School | Youngsville | LA | 08/2017 | 05/2021 |
| Youngsville Middle School | Youngsville | LA | 08/2014 | 05/2017 |
| Na | Baton Rouge | LA | 01/2024 | 05/2024 |
| Trinity Wealth Securities, Llc | Nashville | TN | 01/2025 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 06/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-16 |
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