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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-19 |
| NC | RA | APPROVED | 2025-12-17 |
Branch Locations
4235 S Stream Blvd Suite 420, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charlotte | NC | 12/2025 | Present |
| Chick-Fil-A | Charlotte | NC | 07/2015 | 07/2016 |
| Bob Jones University | Greenville | SC | 08/2016 | 03/2017 |
| Unemployed | Clover | SC | 04/2017 | 09/2017 |
| The Wendy's Company | Clover | SC | 10/2017 | 08/2018 |
| Bob Jones University | Greenville | SC | 09/2018 | 05/2020 |
| Walmart | Lake Wylie | SC | 07/2020 | 08/2020 |
| Bob Jones University | Greenville | SC | 09/2020 | 05/2021 |
| Williams & Fudge Inc. | Rock Hill | SC | 08/2021 | 07/2025 |
| Unemployed | Clover | SC | 08/2025 | 11/2025 |
o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. Charlotte, North Carolina 28217. Nature of Business: RIA. Position: Financial Consultant. Start Date: 12/2025. 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. Charlotte, North Carolina 28217. Nature of Business: Fixed Insurance Sales. 12/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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