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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
| SC | RA | APPROVED | 2025-07-09 |
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 | 07/2025 | Present |
| Soho Sushi Bar And Restaurant | Myrtle Beach | SC | 05/2025 | 06/2025 |
| Cvs | Summerville | SC | 06/2021 | 08/2024 |
| Dhl | Summerville | SC | 05/2021 | 08/2021 |
| Ups | Summerville | SC | 06/2021 | 08/2021 |
| Poogan's Southern Kitchen | Summerville | SC | 05/2020 | 07/2020 |
| Halls Chophouse | Summerville | SC | 01/2019 | 08/2019 |
| Bellacino's Pizza And Grinders | Summerville | SC | 06/2018 | 11/2018 |
| Ashley Ridge High School | Summerville | SC | 08/2016 | 05/2020 |
| Coastal Carolina University | Conway | SC | 08/2020 | 05/2025 |
o Florida Financial Advisors DBA Tristate Financial Advisors. Investment Related. Mount Pleasant, SC 29464. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. 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. Mount Pleasant, SC 29464. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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