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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-03 |
| FL | RA | APPROVED | 2024-08-16 |
| NC | RA | APPROVED | 2024-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 08/2024 | 07/2026 |
| Tacobell | Lenoir | NC | 06/2016 | 08/2018 |
| Western Carolina University | Cullowhee | NC | 09/2018 | 05/2019 |
| Sandra Tax Consultant | Hickory | NC | 01/2020 | 05/2020 |
| Western Carolina University | Cullowhee | NC | 08/2019 | 12/2020 |
| Western Carolina University | Cullowhee | NC | 09/2020 | 12/2021 |
| Chavez Enterprises, Inc. | Newton | NC | 05/2020 | 05/2021 |
| Amparo R Alfaro Cpa | Valdese | NC | 05/2021 | 06/2022 |
| Borderlink, Inc. | Koka | 06/2022 | 04/2024 | |
| Amparo R Alfaro Cpa | Valdese | NC | 05/2024 | 07/2024 |
| Caldwell Early College Highschool | Hudson | NC | 08/2014 | 05/2018 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 10/2024 | 07/2026 |
| Amparo R Alfaro Cpa | Valdese | NC | 10/2024 | 07/2025 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Raleigh | NC | 07/2026 | Present |
| Trinity Wealth Securities, Llc | Raleigh | NC | 07/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603 Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 223 S West St, Suite 900 Raleigh, NC 27603. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 223 S West St, Suite 900 Raleigh, NC 27603. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-09 |
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