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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
| TN | RA | APPROVED | 2026-06-04 |
Branch Locations
1102 Kermit Dr Suite 200, Nashville, TN 37217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 06/2026 | Present |
| Red Lobster | Knoxville | TN | 01/2026 | 05/2026 |
| Renu Energy | Charlotte | NC | 05/2024 | 01/2026 |
| University Of Tennessee | Knoxville | TN | 08/2022 | 05/2026 |
| Summit High School | Bend | OR | 08/2019 | 06/2022 |
| Pacific Crest Middle School | Bend | OR | 06/2016 | 06/2019 |
| Morgan Stanley | Bend | OR | 06/2025 | 08/2025 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. 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, LLC (DBA Tristate Financial Advisors). Investment-Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Insurance. Position: Independent Contractor. 06/2025. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
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