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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-26 |
Branch Locations
1717 Arch Street Suite 330, Philadelphia, PA 19103 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 03/2026 | Present |
| Unemployed | Wayne | PA | 12/2025 | 03/2026 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 06/2025 | 12/2025 |
| Penn State University | State College | PA | 08/2024 | 05/2025 |
| Unemployed | Wayne | PA | 07/2022 | 08/2024 |
| Penn State University | State College | PA | 08/2018 | 05/2022 |
| Stifel | Conshohocken | PA | 06/2021 | 08/2021 |
| First Up | Philadelphia | PA | 07/2019 | 08/2019 |
| Agrofresh | Philadelphia | PA | 05/2018 | 06/2018 |
| Future Stars Day Camps | Wayne | PA | 06/2013 | 08/2018 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: RIA. Position: Paraplanner. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 04/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-04 |
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