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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-12 |
| SC | RA | APPROVED | 2025-06-10 |
Branch Locations
4969 Centre Point Drive Suite 201, North Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charleston | SC | 06/2025 | Present |
| Intracoastal Realty | Wilmington | NC | 03/2024 | 05/2025 |
| Seaside Linen And Rental Company | Wilmington | NC | 08/2022 | 03/2024 |
| Uncw | Wilmington | NC | 07/2021 | 07/2022 |
| Trident Pool Group | Waxhaw | NC | 05/2020 | 06/2021 |
| Harris Teeter | Waxhaw | NC | 06/2018 | 04/2020 |
| Cuthbertson High School | Waxhaw | NC | 08/2017 | 05/2018 |
| Cuthbertson Middle School | Waxhaw | NC | 08/2014 | 06/2017 |
o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. Mount Pleasant, SC 29464. Nature of Business: RIA. Position: Financial Consultant. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Doordash. Not investment related. Online delivery. Delivery driver. Start date: 7/6/2025. Hours per month: 30. Hours per month trading: 0. Pick up food and drop off to customers. o Florida Financial Insurance DBA Tristate Financial Advisors. Not Investment Related. Mount Pleasant, SC 29464. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-28 |
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