Chase Mehaffey

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-05-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Florida Financial Advisors Dba Tristate Financial Advisors	Nashville	TN	08/2024	05/2025
Cocktail Collection	Tuscaloosa	AL	10/2023	04/2024
Unemployed	Boca Raton	FL	04/2024	08/2024
The Breakers	Palm Beach	FL	06/2023	08/2023
The University Of Alabama	Tuscaloosa	AL	08/2023	10/2023
The University Of Alabama	Tuscaloosa	AL	08/2020	06/2023
Manheim Township High School	Lancaster	PA	08/2016	08/2020
Trinity Wealth Securities, Llc	Nashville	TN	02/2025	05/2025
Raymond James & Associates, Inc	Nashville	TN	05/2025	Present

08/2024 → 05/2025

Florida Financial Advisors Dba Tristate Financial Advisors

Nashville, TN
10/2023 → 04/2024

Cocktail Collection

Tuscaloosa, AL
04/2024 → 08/2024

Unemployed

Boca Raton, FL
06/2023 → 08/2023

The Breakers

Palm Beach, FL
08/2023 → 10/2023

The University Of Alabama

Tuscaloosa, AL
08/2020 → 06/2023

The University Of Alabama

Tuscaloosa, AL
08/2016 → 08/2020

Manheim Township High School

Lancaster, PA
02/2025 → 05/2025

Trinity Wealth Securities, Llc

Nashville, TN
05/2025 → Present

Raymond James & Associates, Inc

Nashville, TN

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-02-10
S65	Uniform Investment Adviser Law Examination	2024-07-24

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