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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-24 |
| PA | RA | APPROVED | 2025-06-20 |
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 | 06/2025 | Present |
| Moravian University | Bethlehem | PA | 08/2021 | 05/2025 |
| Havana Resturant | New Hope | PA | 07/2018 | 08/2024 |
| Liberty Tax | Easton | PA | 01/2024 | 04/2025 |
| Unemployed | Lambertville | NJ | 06/2015 | 06/2018 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Philadelphia, PA 19110. 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. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. Philadelphia, PA 19110. Nature of Business: Fixed Insurance Sales. 06/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Soccer Shots. Not investment related. Princeton, NJ 08540. Nature: Youth soccer training. Hours per month: 4. Hours per month trading: 0. Start: 10/5/2025. Position: Coach. Duties: run youth training sessions utilizing the organization's curriculum
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-15 |
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