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Florida Financial Advisors, LLC CRD 288811
$456M regulatory AUM 4,295 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
| SC | RA | APPROVED | 2026-06-26 |
Branch Locations
4969 Centre Pointe Drive Suite 201, Charleston, SC 29418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Charleston | SC | 06/2026 | Present |
| Horne | Ridgeland | MS | 05/2025 | 07/2025 |
| Unemployed | Madison | MS | 05/2024 | 07/2024 |
| Lake Caroline Country Club | Madison | MS | 05/2023 | 07/2023 |
| Unemployed | Madison | MS | 05/2022 | 07/2022 |
| Mississippi State University | Starkville | MS | 08/2022 | 05/2026 |
| Madison Central High School | Madison | MS | 08/2019 | 05/2022 |
| Whisper Lake Country Club | Madison | MS | 03/2021 | 02/2022 |
| Chick-Fil-A | Madison | MS | 08/2020 | 03/2021 |
| Rosa Scott High School | Madison | MS | 08/2018 | 05/2019 |
| Madison Middle School | Madison | MS | 08/2015 | 05/2018 |
Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. 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. 4969 Centre Pointe Drive, Suite 201 North Charleston, SC 29418. Nature of Business: Insurance. Position: Independent Contractor. 06/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
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