Tanner Rutz

Current Employers

Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-30
FL	RA	APPROVED	2025-06-03
SC	RA	APPROVED	2025-06-01

TX RA
APPROVED

Since 2025-07-30
FL RA
APPROVED

Since 2025-06-03
SC RA
APPROVED

Since 2025-06-01

Branch Locations

4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Florida Financial Advisors Dba Tristate Financial Advisors	Charleston	SC	05/2025	Present
The Giant Company	Mechanicsburg	PA	09/2019	08/2021
Chipotle Mexican Grill	Mechanicsburg	PA	05/2022	08/2022
United Parcel Service	Middletown	PA	05/2023	08/2023
Travel & Leisure Company	Myrtle Beach	SC	06/2024	08/2024
Unemployed	Mechanicsburg	PA	06/2003	09/2019
Coastal Carolina University	Conway	SC	09/2022	05/2025
Student At Coastal Carolina University	Conway	SC	08/2021	05/2025
High School Student	Mechanicsburg	PA	08/2017	05/2021
Trinity Wealth Securities, Llc	Charleston	SC	09/2025	Present

05/2025 → Present

Florida Financial Advisors Dba Tristate Financial Advisors

Charleston, SC
09/2019 → 08/2021

The Giant Company

Mechanicsburg, PA
05/2022 → 08/2022

Chipotle Mexican Grill

Mechanicsburg, PA
05/2023 → 08/2023

United Parcel Service

Middletown, PA
06/2024 → 08/2024

Travel & Leisure Company

Myrtle Beach, SC
06/2003 → 09/2019

Unemployed

Mechanicsburg, PA
09/2022 → 05/2025

Coastal Carolina University

Conway, SC
08/2021 → 05/2025

Student At Coastal Carolina University

Conway, SC
08/2017 → 05/2021

High School Student

Mechanicsburg, PA
09/2025 → Present

Trinity Wealth Securities, Llc

Charleston, SC

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 05/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-09-12
S65	Uniform Investment Adviser Law Examination	2025-05-05

S63 Uniform Securities Agent State Law Examination

2025-09-12
S65 Uniform Investment Adviser Law Examination

2025-05-05

Other Names

Tanner Jenson Rutz

View on SEC IAPD