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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-15 |
| PA | RA | APPROVED | 2026-05-13 |
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 | 05/2026 | Present |
| Aramark Phillies New Era Team Store | Philadelphia | PA | 04/2022 | Present |
| Temple University | Philadelphia | PA | 04/2022 | 05/2026 |
| Academy At Palumbo | Philadelphia | PA | 04/2018 | 06/2022 |
| Pan American Academy Charter School | Philadelphia | PA | 08/2009 | 06/2018 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1717 Arch Street, Suite 330, Philadelphia PA 19103. Nature of Business: Insurance. Position: Independent Contractor. 05/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Aramark Phillies New Era Team Store. Not investment related. 1 Citizens Bank Way, Philadelphia PA 19148. Nature of business: Retail. Position: Sales associate. Start date: 4/2022. Hours per month: 20. Hours per month trading: 0. Duties: Retails sales associate for sports merchandise. Cashier and personalize jerseys.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
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