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Sandra Becerra Sandoval

Florida Financial Advisors, LLC

Charlotte, NC

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Current Employers
Florida Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-11-07
TX RA APPROVED 2024-09-04
FL RA APPROVED 2024-07-15
NC RA APPROVED 2024-07-11
  • LA RA
    APPROVED
    Since 2025-11-07
  • TX RA
    APPROVED
    Since 2024-09-04
  • FL RA
    APPROVED
    Since 2024-07-15
  • NC RA
    APPROVED
    Since 2024-07-11

Branch Locations

4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • 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 Financial Advisors Charlotte NC 07/2024 Present
University Of North Carolina At Chapel Hill Economics Department Chapel Hill NC 01/2022 07/2024
New Nearly New Thrift Store Durham NC 05/2023 08/2023
El Vaquero Western Wear Charlotte NC 11/2020 01/2023
Unemployed Charlotte NC 06/2020 11/2020
East Mecklenburg High School Charlotte NC 08/2016 06/2020
Trinity Wealth Securities, Llc Charlotte NC 01/2025 Present
  • 07/2024 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Charlotte, NC
  • 01/2022 → 07/2024
    University Of North Carolina At Chapel Hill Economics Department
    Chapel Hill, NC
  • 05/2023 → 08/2023
    New Nearly New Thrift Store
    Durham, NC
  • 11/2020 → 01/2023
    El Vaquero Western Wear
    Charlotte, NC
  • 06/2020 → 11/2020
    Unemployed
    Charlotte, NC
  • 08/2016 → 06/2020
    East Mecklenburg High School
    Charlotte, NC
  • 01/2025 → Present
    Trinity Wealth Securities, Llc
    Charlotte, NC
Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Charlotte, North Carolina 28203. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2024. 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. 07/2024. 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: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-16
S65 Uniform Investment Adviser Law Examination 2024-02-20
  • S63 Uniform Securities Agent State Law Examination
    2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-02-20

View on SEC IAPD

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MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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