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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| FL | RA | APPROVED | 2025-04-11 |
Branch Locations
1680 Fruitville Road Suite 403, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Sarasota | FL | 04/2025 | Present |
| Rodizio Grill - Sarasota | Sarasota | FL | 01/2021 | 07/2021 |
| Ubereats | Sarasota | FL | 07/2022 | 03/2025 |
| Frontier Couriers Plus | Sarasota | FL | 08/2021 | 08/2024 |
| Lesley University | Cambridge | MA | 09/2021 | 05/2024 |
| Lesley University | Cambridge | MA | 09/2024 | 12/2024 |
| Riverview High School | Sarasota | FL | 08/2017 | 05/2021 |
| Sarasota Middle School | Sarasota | FL | 08/2014 | 05/2017 |
Florida Financial Advisors. Investment Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: RIA. Position: Financial Consultant. Start Date: 7/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 1680 Fruitville Rd, Suite 403 Sarasota, FL 34236. Nature of Business: Insurance. Position: Independent Contractor. 7/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o UberEATS. Not investment related. Sarasota, FL 34241. Nature of Business: part time food. Not investment related. Hours per month: 10. Hours per month trading: 0. Start: 4/2025. Position: Delivery driver
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
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