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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-19 |
| TN | RA | APPROVED | 2025-02-18 |
Branch Locations
1102 Kermit Drive Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 01/2025 | Present |
| Legacy Golf Course | Springfield | TN | 07/2024 | 11/2024 |
| Frazier Fusion | White House | TN | 06/2021 | 06/2024 |
| Advanced Supply Company | White House | TN | 05/2020 | 04/2021 |
| Unemployed | White House | TN | 11/2024 | 12/2024 |
| Legacy Golf Course | Springfield | TN | 04/2020 | 10/2021 |
| Volunteer State Community College | Gallatin | TN | 08/2019 | 12/2020 |
| Dayspring Academy | Greenbrier | TN | 08/2015 | 05/2019 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Nashville, TN 37217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Nashville, TN 37217. Nature of Business: Fixed Insurance Sales. 01/2025 Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
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