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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-30 |
| TN | RA | APPROVED | 2026-06-26 |
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 |
| Whole Foods | Nashville | TN | 10/2025 | 01/2026 |
| Belmont University | Nashville | TN | 06/2021 | Present |
| Iatse Local 46 | Nashville | TN | 10/2021 | Present |
| Unemployed | Tennessee | TN | 01/2016 | 09/2021 |
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: 06/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 1102 Kermit Dr, Suite 200, Nashville, TN 37217. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales International Alliance of Theatrical Stage Employees, Local 46, Non-investment Related, 211 Donelson Pike # U-202, Nashville, TN 37214. Nature of business: Entertainment. Position: Stage hand. Start date: 10/2021. Hours per month: 64. Hours per month trading: 0. Duties: Assembly dismantles of event spaces. Assist with running events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
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