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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-05-28 |
| FL | RA | APPROVED | 2024-08-02 |
| PA | RA | APPROVED | 2024-07-26 |
Branch Locations
1717 Arch Street, Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 07/2024 | Present |
| Temple University | Philadelphia | PA | 09/2022 | Present |
| Temple University | Philadelphia | PA | 08/2022 | 05/2024 |
| Lehigh Carbon Community College | Schnecksville | PA | 08/2020 | 05/2022 |
| Rally House | Allentown | PA | 08/2020 | 01/2023 |
| Kaman's Art Shoppes | Allentown | PA | 04/2016 | 10/2017 |
| Lehigh Country Club | Allentown | PA | 04/2018 | 02/2020 |
| Parkland High School | Allentown | PA | 09/2016 | 06/2020 |
| Kurious Kids Learning Center | Whitehall | PA | 09/2020 | 07/2023 |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 03/2025 | 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: 07/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 07/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer 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: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-15 |
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