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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
| FL | RA | APPROVED | 2025-09-17 |
| PA | RA | APPROVED | 2025-09-10 |
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 | 09/2025 | Present |
| Fred Beans | Doylestown | PA | 02/2025 | 06/2025 |
| Unemployed | Ivyland | PA | 05/2024 | 02/2025 |
| Franklin And Marshall College | Lancaster | PA | 08/2020 | 05/2024 |
| Council Rock High School South | Southampton | PA | 09/2017 | 06/2020 |
| Richboro Middle School | Richboro | PA | 08/2015 | 06/2017 |
| Kohls | Warminster | PA | 07/2023 | 08/2023 |
| Kohls | Warminster | PA | 06/2021 | 08/2021 |
| Franklin And Marshall College | Lancaster | PA | 09/2022 | 12/2022 |
| Franklin And Marshall College | Lancaster | PA | 04/2022 | 05/2022 |
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 06/2025 | 09/2025 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Philadelphia, PA 19110. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2025. 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. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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