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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2024-12-05 |
| PA | RA | APPROVED | 2024-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 12/2024 | 01/2026 |
| Education - Highschool (Salesianum), College (University Of De) | Wilmington/Newark | DE | 08/2014 | 05/2024 |
| Fastenal | Wilmington | DE | 02/2024 | 05/2024 |
| Hopkins Moving Company | Wilmington | DE | 05/2023 | 08/2024 |
| Axxiom Escape Room | Newark | DE | 10/2022 | 12/2022 |
| Lynams Beach Service | Rehoboth Beach | DE | 05/2022 | 08/2022 |
| Dupont Country Club | Wilmington | DE | 05/2020 | 05/2021 |
| Eden American Bistro | Rehoboth Beach | DE | 05/2021 | 08/2021 |
| Bayshore Moving And Storage | Newark | DE | 05/2019 | 08/2019 |
| Camp Arrowhead | Lewes | DE | 05/2018 | 08/2018 |
| Wilmington Country Club | Wilmington | DE | 05/2017 | 11/2017 |
| Unemployed | Wilmington | DE | 08/2024 | 12/2024 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Wilmington | DE | 01/2026 | Present |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805 . Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1013 Centre Road, Suite 201, Wilmington, DE 19805. Nature of Business: Fixed Insurance Sales. Start Date: 01/2026. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Topshelfpromotions. Not investment related. Pennsylvania. Business nature: Food. Hours per month: 20. Hours per month trading: 0. 4/18/2025. Position: Representative. Standing at a tasting booth providing tastings to customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
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