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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| FL | RA | APPROVED | 2025-08-25 |
| PA | RA | APPROVED | 2025-08-21 |
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 | 08/2025 | Present |
| Beach Brew Usa | Wildwood | NJ | 06/2024 | 08/2024 |
| Clemson University | Clemson | SC | 08/2021 | 05/2025 |
| Conwell-Egan Catholic | Fairless Hills | PA | 09/2017 | 06/2021 |
| St. Marks | Bristol | PA | 08/2015 | 06/2017 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Philadelphia, PA 19110. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2025. 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. 08/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-26 |
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