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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 2025-07-30
TX RA APPROVED 2025-05-28
FL RA APPROVED 2024-08-02
PA RA APPROVED 2024-07-26
  • LA RA
    APPROVED
    Since 2025-07-30
  • TX RA
    APPROVED
    Since 2025-05-28
  • FL RA
    APPROVED
    Since 2024-08-02
  • PA RA
    APPROVED
    Since 2024-07-26

Branch Locations

1717 Arch Street, Suite 330, Philadelphia, 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 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
  • 07/2024 → Present
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 09/2022 → Present
    Temple University
    Philadelphia, PA
  • 08/2022 → 05/2024
    Temple University
    Philadelphia, PA
  • 08/2020 → 05/2022
    Lehigh Carbon Community College
    Schnecksville, PA
  • 08/2020 → 01/2023
    Rally House
    Allentown, PA
  • 04/2016 → 10/2017
    Kaman's Art Shoppes
    Allentown, PA
  • 04/2018 → 02/2020
    Lehigh Country Club
    Allentown, PA
  • 09/2016 → 06/2020
    Parkland High School
    Allentown, PA
  • 09/2020 → 07/2023
    Kurious Kids Learning Center
    Whitehall, PA
  • 03/2025 → 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: 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-27
S65 Uniform Investment Adviser Law Examination 2024-07-15
  • S63 Uniform Securities Agent State Law Examination
    2025-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-07-15
Other Names
  • Jamie Jacob

View on SEC IAPD

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