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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
| PA | RA | APPROVED | 2025-11-04 |
Branch Locations
1717 Arch Street Suite 330, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 11/2025 | Present |
| Philadelphia Federal Credit Union | Philadelphia | PA | 08/2024 | 09/2025 |
| Target | Cheltenham | PA | 10/2023 | 08/2024 |
| Temple | Philadelphia | PA | 08/2020 | 05/2024 |
| Dandan | Philadelphia | PA | 03/2021 | 01/2022 |
| Jeffery A Miller Catering | Philadelphia | PA | 10/2018 | 12/2019 |
| Unemployed | Philadelphia | PA | 12/2019 | 03/2021 |
| Jules Pizza | Abington | PA | 06/2018 | 09/2018 |
| Unemployed | Philadelphia | PA | 01/2015 | 06/2018 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Philadelphia, PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 11/2025. 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. Philadelphia, PA 19103. Nature of Business: Fixed Insurance Sales. 11/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-21 |
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